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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
276
Merit Financial Group
Georgia
$1.35M +$76.8K +1,603 +6%
MWM
277
Mission Wealth Management
California
$1.35M +$445K +9,303 +49%
DFS
278
Demming Financial Services
Ohio
$1.35M +$140K +2,934 +12%
SAM
279
Smartleaf Asset Management
Massachusetts
$1.29M
GWA
280
Geometric Wealth Advisors
District of Columbia
$1.28M +$29.1K +607 +2%
KPWS
281
Kestra Private Wealth Services
Texas
$1.26M +$1.26M +26,366 New
SCA
282
Strathmore Capital Advisors
North Carolina
$1.24M +$691K +14,427 +123%
SIAG
283
Safeguard Investment Advisory Group
California
$1.19M +$58.8K +1,228 +5%
WTA
284
Washington Trust Advisors
Massachusetts
$1.17M +$8.47K +177 +0.7%
CFG
285
CSP Financial Group
Arizona
$1.17M +$50K +1,045 +4%
UBS Group
286
UBS Group
Switzerland
$1.16M +$321K +6,704 +38%
EWA
287
Elevate Wealth Advisory
Georgia
$1.13M +$14.6K +305 +1%
PF
288
PlanWiser Financial
Colorado
$1.13M +$67.9K +1,419 +6%
GWM
289
Geneos Wealth Management
Colorado
$1.13M +$240K +5,009 +27%
S4W
290
Solutions 4 Wealth
Texas
$1.06M -$326K -6,806 -23%
Mariner
291
Mariner
Kansas
$1.05M -$43.4K -907 -4%
TWCA
292
Two West Capital Advisors
Kansas
$1.05M -$86.6K -1,809 -8%
HWA
293
HMV Wealth Advisors
Louisiana
$1.04M +$258K +5,388 +33%
QCM
294
Quantinno Capital Management
New York
$913K +$915K +19,111 New
CSP
295
Cary Street Partners
Virginia
$912K -$372K -7,769 -29%
IWM
296
IHT Wealth Management
Illinois
$912K +$172K +3,587 +23%
LEFP
297
Leading Edge Financial Planning
Tennessee
$911K +$175K +3,656 +24%
FS
298
Financial Symmetry
North Carolina
$903K -$95.5K -1,995 -10%
BWM
299
Blossom Wealth Management
California
$896K -$22.1K -462 -2%
CWA
300
Canvas Wealth Advisors
Kansas
$893K +$895K +18,694 New