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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
276
Comerica Bank
Texas
$328K +$45.2K +958 +16%
ATPW
277
Ashton Thomas Private Wealth
Arizona
$326K +$37.8K +801 +13%
PCIA
278
Prime Capital Investment Advisors
Kansas
$323K +$321K +6,800 New
PL
279
Plancorp LLC
Missouri
$317K +$83.5K +1,768 +36%
AHL
280
Abel Hall LLC
Louisiana
$311K +$104K +2,207 +51%
MC
281
Matisse Capital
Oregon
$309K – – –
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$298K -$33.7K -713 -10%
APW
283
Austin Private Wealth
Texas
$297K +$295K +6,244 New
SWM
284
Seaside Wealth Management
California
$288K +$1.37K +29 +0.5%
WCM
285
Warburton Capital Management
Oklahoma
$282K +$64.3K +1,362 +30%
TWM
286
TCFG Wealth Management
California
$278K -$44.2K -937 -14%
EC
287
Eaton-Cambridge
Arizona
$277K +$275K +5,831 New
CMP
288
Coston McIsaac & Partners
Maine
$277K +$1.42K +30 +0.5%
HWA
289
HMV Wealth Advisors
Louisiana
$277K +$275K +5,820 New
AAP
290
Arax Advisory Partners
Colorado
$269K -$165K -3,487 -38%
CPA
291
Capital Performance Advisors
California
$255K – – –
CPCM
292
Cardinal Point Capital Management
Ontario, Canada
$251K +$249K +5,273 New
FCI
293
Financial Counselors Inc
Kansas
$248K +$246K +5,219 New
SOS
294
Silver Oak Securities
Tennessee
$245K -$7.84K -166 -3%
BIG
295
Builder Investment Group
Georgia
$234K +$25.6K +542 +12%
WTA
296
Washington Trust Advisors
Massachusetts
$233K +$22.7K +480 +11%
CAM
297
Concorde Asset Management
Michigan
$229K +$2.83K +60 +1%
HH
298
Hilltop Holdings
Texas
$226K -$99.4K -2,105 -31%
SWM
299
Selective Wealth Management
Virginia
$221K – – –
PAG
300
Poinciana Advisors Group
Florida
$212K -$1.51K -32 -0.7%