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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
326
Pinney & Scofield
Massachusetts
$179K +$41.9K +870 +30%
NA
327
NewEdge Advisors
Louisiana
$173K +$8.86K +184 +5%
LFG
328
Larson Financial Group
Missouri
$160K +$160K +3,329 New
Comerica Bank
329
Comerica Bank
Texas
$140K -$193K -4,000 -58%
AF
330
Advisornet Financial
Minnesota
$134K +$11.9K +247 +10%
PS
331
Principal Securities
Iowa
$113K +$2.89K +60 +3%
ACA
332
Aptus Capital Advisors
Alabama
$109K +$9.67K +201 +10%
National Bank of Canada
333
National Bank of Canada
Quebec, Canada
$105K +$63.8K +1,326 +155%
MAS
334
MPWM Advisory Solutions
Georgia
$95.1K – – –
OC
335
Oakworth Capital
Alabama
$91.3K -$39.5K -820 -30%
PMIM
336
Prudent Man Investment Management
Colorado
$86.2K – – –
PWA
337
Physician Wealth Advisors
Utah
$85.1K +$3.8K +79 +5%
GRP
338
Global Retirement Partners
California
$81.5K +$866 +18 +1%
ASN
339
Advisory Services Network
Georgia
$59.3K +$59.2K +1,231 New
KG
340
Kilter Group
New York
$54.8K +$47.4K +984 +643%
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$41.9K +$41.9K +870 New
PA
342
Parallel Advisors
California
$41.4K – – –
RF
343
Rossby Financial
Florida
$39.5K – – –
BTI
344
Blue Trust Inc
Georgia
$35.7K – – –
RLIM
345
Red Lighthouse Investment Management
New York
$35.1K – – –
MFT
346
Moisand Fitzgerald Tamayo
Florida
$35K +$7.99K +166 +30%
MWA
347
Medallion Wealth Advisors
Connecticut
$33.9K -$2.02K -42 -6%
HI
348
Harbour Investments
Wisconsin
$33.9K +$15.4K +320 +84%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$33K -$201K -4,176 -86%
MG
350
MilWealth Group
Wisconsin
$28K – – –