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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$40.3K +$40.7K +860 New
GM
302
GeoWealth Management
Illinois
$39.5K +$568 +12 +1%
BTI
303
Blue Trust Inc
Georgia
$34.7K – – –
RLIM
304
Red Lighthouse Investment Management
New York
$34.2K +$34.5K +729 New
CAS
305
Coppell Advisory Solutions
Texas
$32.4K -$3.5K -74 -10%
MFT
306
Moisand Fitzgerald Tamayo
Florida
$25.9K -$3.6K -76 -12%
RWM
307
Rialto Wealth Management
New York
$25.9K +$26.1K +552 New
OCM
308
Orion Capital Management
California
$24.5K +$24.7K +522 New
DF
309
DecisionPoint Financial
Arizona
$22.8K – – –
HI
310
Harbour Investments
Wisconsin
$18K +$7.9K +167 +77%
GTAM
311
Global Trust Asset Management
Florida
$13.6K -$158K -3,347 -92%
MWA
312
Medallion Wealth Advisors
Connecticut
$13.4K +$13.5K +286 New
LOIP
313
Live Oak Investment Partners
Texas
$12.2K – – –
CFGS
314
Concourse Financial Group Securities
Alabama
$11.1K -$230K -4,868 -95%
WTC
315
WhitTier Trust Company
Nevada
$10.3K – – –
HFS
316
Hantz Financial Services
Michigan
$10K +$9.94K +210 New
KIM
317
Kestra Investment Management
Texas
$8.91K +$8.99K +190 New
UBS Group
318
UBS Group
Switzerland
$8.58K +$8.66K +183 New
MAS
319
MPWM Advisory Solutions
Georgia
$6.33K +$6.39K +135 New
NRG
320
Nemes Rush Group
Michigan
$5.91K +$5.96K +126 New
CMBA
321
C.M. Bidwell & Associates
Hawaii
$5.3K – – –
HBW
322
Hazlett, Burt & Watson
West Virginia
$3K +$3.36K +71 New
BGWM
323
Bridge Generations Wealth Management
Florida
$2.48K +$2.51K +53 New
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$422 – – –
Fidelity Investments
325
Fidelity Investments
Massachusetts
$94 +$95 +2 New