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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
326
Physician Wealth Advisors
Utah
$81K +$18.3K +384 +29%
GRP
327
Global Retirement Partners
California
$80.3K +$79.7K +1,673 New
GM
328
GeoWealth Management
Illinois
$79.9K -$302K -6,345 -79%
RWS
329
Retirement Wealth Solutions
Wisconsin
$44.6K +$44.3K +930 New
PA
330
Parallel Advisors
California
$41.3K
National Bank of Canada
331
National Bank of Canada
Quebec, Canada
$41.1K +$40.8K +856 New
RF
332
Rossby Financial
Florida
$39.2K
MWA
333
Medallion Wealth Advisors
Connecticut
$35.7K +$21.8K +458 +160%
BTI
334
Blue Trust Inc
Georgia
$35.5K
RLIM
335
Red Lighthouse Investment Management
New York
$35K +$34.7K +729 New
MG
336
MilWealth Group
Wisconsin
$27.9K
MFT
337
Moisand Fitzgerald Tamayo
Florida
$26.9K +$238 +5 +0.9%
RWM
338
Rialto Wealth Management
New York
$26.5K
DF
339
DecisionPoint Financial
Arizona
$23.3K
SC
340
Stephens Consulting
Michigan
$20.1K +$19.9K +418 New
OCM
341
Orion Capital Management
California
$19.9K -$5.09K -107 -20%
HI
342
Harbour Investments
Wisconsin
$18.4K
CA
343
CoreCap Advisors
Michigan
$16.5K +$16.4K +344 New
KG
344
Kilter Group
New York
$7.35K +$7.29K +153 New
NC
345
North Capital
Utah
$6.82K
NRG
346
Nemes Rush Group
Michigan
$6.07K
CMBA
347
C.M. Bidwell & Associates
Hawaii
$5.42K
T
348
Transce3nd
Texas
$3.17K
BGWM
349
Bridge Generations Wealth Management
Florida
$2.54K -$4.91K -103 -66%
Morgan Stanley
350
Morgan Stanley
New York
$2.02K -$12.7K -266 -86%