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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
301
Leading Edge Financial Planning
Tennessee
$683K -$21.4K -445 -3%
OMC
302
Old Mission Capital
Illinois
$662K +$665K +13,806 New
GM
303
GeoWealth Management
Illinois
$658K +$317K +6,576 +92%
SPWM
304
Straight Path Wealth Management
Michigan
$642K -$7.23K -150 -1%
FS
305
Financial Symmetry
North Carolina
$633K -$5.45K -113 -0.8%
AIM
306
Advyzon Investment Management
Illinois
$631K +$169K +3,498 +36%
EC
307
Eaton-Cambridge
Arizona
$610K -$669K -13,889 -52%
DFS
308
Dixon Fnancial Services
California
$600K +$105K +2,170 +21%
SI
309
Stirlingshire Investments
New York
$585K +$588K +12,206 New
TWP
310
Triad Wealth Partners
Kansas
$573K +$128K +2,661 +29%
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$554K +$296K +6,135 +113%
VFG
312
Victory Financial Group
Texas
$527K +$530K +10,996 New
FFM
313
Forum Financial Management
Illinois
$527K -$156K -3,238 -23%
RLIM
314
Red Lighthouse Investment Management
New York
$527K +$494K +10,253 +1,406%
SA
315
Stewardship Advisors
Pennsylvania
$523K +$8.77K +182 +2%
CSW
316
Cogent Strategic Wealth
Illinois
$521K +$523K +10,851 New
WCM
317
Warburton Capital Management
Oklahoma
$521K +$53.4K +1,109 +11%
GJIA
318
Glass Jacobson Investment Advisors
Maryland
$520K -$101K -2,098 -16%
TWM
319
Tanager Wealth Management
United Kingdom
$515K +$80.4K +1,669 +18%
CWM
320
Core Wealth Management
Florida
$504K -$48K -995 -9%
VWA
321
Vistica Wealth Advisors
California
$499K +$501K +10,400 New
HKIMG
322
Hutchens & Kramer Investment Management Group
Indiana
$481K -$555K -11,524 -53%
TAM
323
Titleist Asset Management
Texas
$475K -$14K -291 -3%
SWGC
324
Summit Wealth Group (Colorado)
Colorado
$437K +$440K +9,120 New
MWM
325
McCartney Wealth Management
Missouri
$424K +$426K +8,838 New