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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Seaside Wealth Management
California
$396K +$105K +2,202 +36%
WCM
277
Warburton Capital Management
Oklahoma
$391K +$105K +2,203 +37%
O3W
278
Omni 360 Wealth
New Jersey
$390K – – –
FWM
279
Fonville Wealth Management
Virginia
$381K +$378K +7,935 New
SWM
280
Selective Wealth Management
Virginia
$381K +$154K +3,230 +69%
FWS
281
FinDec Wealth Services
California
$380K -$352K -7,400 -48%
VWM
282
Vermillion Wealth Management
Minnesota
$379K +$3.29K +69 +0.9%
LG
283
LAM Group
Oregon
$377K -$952 -20 -0.3%
VFP
284
Verus Financial Partners
Virginia
$352K +$619 +13 +0.2%
SPWM
285
Straight Path Wealth Management
Michigan
$349K +$48 +1 +0%
LCWP
286
Legacy Capital Wealth Partners
Arkansas
$337K +$335K +7,029 New
Comerica Bank
287
Comerica Bank
Texas
$331K – – –
MEG
288
Millstone Evans Group
Colorado
$329K -$739K -15,522 -69%
MSFS
289
Main Street Financial Solutions
Pennsylvania
$320K -$18.9K -397 -6%
PAG
290
Poinciana Advisors Group
Florida
$315K +$99.8K +2,096 +47%
MC
291
Matisse Capital
Oregon
$312K – – –
AHL
292
Abel Hall LLC
Louisiana
$295K -$19K -400 -6%
PL
293
Plancorp LLC
Missouri
$284K -$35.6K -748 -11%
TWM
294
TCFG Wealth Management
California
$281K – – –
RF
295
rebel Financial
Ohio
$281K +$278K +5,847 New
EC
296
Eaton-Cambridge
Arizona
$280K – – –
ETC
297
Exchange Traded Concepts
Oklahoma
$279K +$277K +5,815 New
BIG
298
Brookwood Investment Group
Arizona
$270K -$291K -6,120 -52%
JWCA
299
J.W. Cole Advisors
Florida
$262K +$260K +5,465 New
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$259K -$42.1K -884 -14%