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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
251
Samalin Investment Counsel
New York
$1.37M -$41.1K -852 -3%
DWM
252
DecisionMap Wealth Management
Virginia
$1.32M -$5.93K -123 -0.4%
CFP
253
Cypress Financial Planning
New Jersey
$1.3M +$1.31M +27,163 New
SIAG
254
Safeguard Investment Advisory Group
California
$1.29M -$68.7K -1,426 -5%
PA
255
PFG Advisors
Arizona
$1.29M -$160K -3,314 -11%
JP Morgan Chase
256
JP Morgan Chase
New York
$1.26M +$143K +2,962 +13%
CWMA
257
Capstone Wealth Management (Alabama)
Alabama
$1.26M +$377K +7,831 +42%
DFS
258
Demming Financial Services
Ohio
$1.23M +$1.24M +25,635 New
SAM
259
Smartleaf Asset Management
Massachusetts
$1.23M +$119K +2,474 +11%
GWA
260
Geometric Wealth Advisors
District of Columbia
$1.23M -$8K -166 -0.6%
EWP
261
E-Wealth Partners
Minnesota
$1.22M +$1.22M +25,345 New
Wells Fargo
262
Wells Fargo
California
$1.19M +$78.3K +1,625 +7%
FWM
263
Forza Wealth Management
Florida
$1.17M
JWM
264
JDH Wealth Management
California
$1.15M -$51.2K -1,062 -4%
DAS
265
Diversify Advisory Services
Utah
$1.13M +$934K +19,382 +461%
CSP
266
Cary Street Partners
Virginia
$1.1M +$435K +9,029 +65%
PAG
267
Poinciana Advisors Group
Florida
$1.1M +$288K +5,980 +35%
PWM
268
Platform Wealth Management
Utah
$1.09M +$1.1M +22,752 New
AC
269
Applied Capital
Arkansas
$1.08M -$85.7K -1,778 -7%
BTWM
270
Baker Tilly Wealth Management
Wisconsin
$1.05M -$1.47M -30,560 -58%
LFS
271
Lutz Financial Services
Nebraska
$1.03M +$1.04M +21,519 New
WAP
272
Wealthcare Advisory Partners
Pennsylvania
$982K +$127K +2,632 +15%
WTA
273
Washington Trust Advisors
Massachusetts
$973K +$12K +250 +1%
Mariner
274
Mariner
Kansas
$968K -$3.61K -75 -0.4%
MOS
275
MGO One Seven
Ohio
$947K +$136K +2,822 +17%