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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWCA
301
Two West Capital Advisors
Kansas
$686K +$48.7K +1,011 +8%
LEFP
302
Leading Edge Financial Planning
Tennessee
$683K -$21.4K -445 -3%
OMC
303
Old Mission Capital
Illinois
$662K +$665K +13,806 New
GM
304
GeoWealth Management
Illinois
$658K +$317K +6,576 +92%
SPWM
305
Straight Path Wealth Management
Michigan
$642K -$7.23K -150 -1%
FS
306
Financial Symmetry
North Carolina
$633K -$5.45K -113 -0.8%
AIM
307
Advyzon Investment Management
Illinois
$631K +$169K +3,498 +36%
EC
308
Eaton-Cambridge
Arizona
$610K -$669K -13,889 -52%
DFS
309
Dixon Fnancial Services
California
$600K +$105K +2,170 +21%
SI
310
Stirlingshire Investments
New York
$585K +$588K +12,206 New
TWP
311
Triad Wealth Partners
Kansas
$573K +$128K +2,661 +29%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$554K +$296K +6,135 +113%
VFG
313
Victory Financial Group
Texas
$527K +$530K +10,996 New
FFM
314
Forum Financial Management
Illinois
$527K -$156K -3,238 -23%
RLIM
315
Red Lighthouse Investment Management
New York
$527K +$494K +10,253 +1,406%
SA
316
Stewardship Advisors
Pennsylvania
$523K +$8.77K +182 +2%
CSW
317
Cogent Strategic Wealth
Illinois
$521K +$523K +10,851 New
WCM
318
Warburton Capital Management
Oklahoma
$521K +$53.4K +1,109 +11%
GJIA
319
Glass Jacobson Investment Advisors
Maryland
$520K -$101K -2,098 -16%
TWM
320
Tanager Wealth Management
United Kingdom
$515K +$80.4K +1,669 +18%
CWM
321
Core Wealth Management
Florida
$504K -$48K -995 -9%
VWA
322
Vistica Wealth Advisors
California
$499K +$501K +10,400 New
HKIMG
323
Hutchens & Kramer Investment Management Group
Indiana
$481K -$555K -11,524 -53%
TAM
324
Titleist Asset Management
Texas
$475K -$14K -291 -3%
SWGC
325
Summit Wealth Group (Colorado)
Colorado
$437K +$440K +9,120 New