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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
276
IFG Advisory
Georgia
$566K +$8.95K +186 +2%
CWM
277
Core Wealth Management
Florida
$555K -$86.1K -1,789 -13%
PFA
278
Pinnacle Family Advisors
Missouri
$543K +$55.3K +1,149 +11%
Jones Financial Companies
279
Jones Financial Companies
Missouri
$532K +$117K +2,428 +28%
SA
280
Stewardship Advisors
Pennsylvania
$517K -$70K -1,455 -12%
DFS
281
Dixon Fnancial Services
California
$499K +$31.7K +659 +7%
TAM
282
Titleist Asset Management
Texas
$492K
BCM
283
Brookstone Capital Management
Illinois
$485K +$484K +10,057 New
WCM
284
Warburton Capital Management
Oklahoma
$471K +$77.9K +1,618 +20%
AIM
285
Advyzon Investment Management
Illinois
$465K +$214K +4,443 +85%
OSAM
286
O'Shaughnessy Asset Management
Connecticut
$459K +$48.6K +1,009 +12%
TWP
287
Triad Wealth Partners
Kansas
$448K +$447K +9,294 New
TWM
288
Tanager Wealth Management
United Kingdom
$438K +$437K +9,079 New
MCM
289
MAI Capital Management
Ohio
$420K +$420K +8,721 New
SC
290
Shearwater Capital
Colorado
$409K -$3.85K -80 -0.9%
AAM
291
Austin Asset Management
Texas
$409K
SWM
292
Seaside Wealth Management
California
$402K +$4.38K +91 +1%
O3W
293
Omni 360 Wealth
New Jersey
$392K +$193 +4 +0%
LG
294
LAM Group
Oregon
$377K -$1.44K -30 -0.4%
LCWP
295
Legacy Capital Wealth Partners
Arkansas
$372K +$33K +685 +10%
LFA
296
Lauterbach Financial Advisors
Texas
$365K +$365K +7,575 New
VFP
297
Verus Financial Partners
Virginia
$354K +$818 +17 +0.2%
GM
298
GeoWealth Management
Illinois
$345K +$264K +5,487 +330%
MC
299
Matisse Capital
Oregon
$313K
AHL
300
Abel Hall LLC
Louisiana
$297K +$1.01K +21 +0.3%