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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
276
Mariner
Kansas
$1.1M +$130K +2,711 +13%
PF
277
PlanWiser Financial
Colorado
$1.07M +$1.07M +22,281 New
FS
278
Financial Symmetry
North Carolina
$1M +$371K +7,716 +58%
LFS
279
Lutz Financial Services
Nebraska
$947K -$83.3K -1,731 -8%
BWM
280
Blossom Wealth Management
California
$920K +$34.4K +715 +4%
MWM
281
Mission Wealth Management
California
$906K +$208K +4,331 +30%
GWM
282
Geneos Wealth Management
Colorado
$890K +$36.2K +752 +4%
UWM
283
USAdvisors Wealth Management
Minnesota
$881K +$8.18K +170 +0.9%
MOS
284
MGO One Seven
Ohio
$848K -$98.5K -2,048 -10%
NL
285
NWAM LLC
Washington
$846K +$47.1K +978 +6%
UBS Group
286
UBS Group
Switzerland
$845K +$849K +17,641 New
FFWA
287
Forthright Family Wealth Advisory
Texas
$819K +$71.3K +1,482 +9%
GM
288
GeoWealth Management
Illinois
$813K +$157K +3,263 +24%
KF
289
Krilogy Financial
Missouri
$800K +$67.4K +1,400 +9%
AIM
290
Advyzon Investment Management
Illinois
$789K +$160K +3,321 +25%
HWA
291
HMV Wealth Advisors
Louisiana
$787K +$71.9K +1,495 +10%
HWM
292
HB Wealth Management
Georgia
$783K -$31.7K -658 -4%
TC
293
TAGStone Capital
North Carolina
$774K -$5.29K -110 -0.7%
ATPW
294
Ashton Thomas Private Wealth
Arizona
$767K +$59.8K +1,243 +8%
BRPW
295
Ballast Rock Private Wealth
South Carolina
$767K -$10.2K -212 -1%
CPA
296
Cardiff Park Advisors
California
$759K +$1.68K +35 +0.2%
NA
297
Nautilus Advisors
California
$756K -$45.4K -944 -6%
IWM
298
IHT Wealth Management
Illinois
$743K +$746K +15,512 New
HWM
299
HFG Wealth Management
Texas
$741K +$36.3K +755 +5%
LEFP
300
Leading Edge Financial Planning
Tennessee
$738K +$56.5K +1,175 +8%