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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OP
326
Oath Planning
Oklahoma
$417K +$419K +8,704 New
MW
327
Marrick Wealth
California
$414K +$417K +8,644 New
SC
328
Shearwater Capital
Colorado
$407K +$193 +4 +0%
AAM
329
Austin Asset Management
Texas
$407K
SWM
330
Seaside Wealth Management
California
$407K +$6.6K +137 +2%
PWMG
331
Pioneer Wealth Management Group
Texas
$400K +$402K +8,350 New
O3W
332
Omni 360 Wealth
New Jersey
$398K +$7.47K +155 +2%
AWM
333
AE Wealth Management
Kansas
$383K +$131K +2,717 +52%
AC
334
Annandale Capital
Texas
$376K
LFA
335
Lauterbach Financial Advisors
Texas
$369K +$5.4K +112 +1%
CPW
336
Cogent Private Wealth
Florida
$362K +$364K +7,550 New
VFP
337
Verus Financial Partners
Virginia
$354K +$1.16K +24 +0.3%
IAN
338
Integrated Advisors Network
Texas
$352K +$354K +7,341 New
Creative Planning
339
Creative Planning
Kansas
$332K +$333K +6,916 New
WIA
340
World Investment Advisors
California
$312K +$314K +6,510 New
MC
341
Matisse Capital
Oregon
$312K
CSPIA
342
Cary Street Partners Investment Advisory
Virginia
$305K +$307K +6,371 New
SCA
343
Strathmore Capital Advisors
North Carolina
$304K +$76.9K +1,596 +34%
AHL
344
Abel Hall LLC
Louisiana
$298K +$2.27K +47 +0.8%
Morgan Stanley
345
Morgan Stanley
New York
$298K +$88.5K +1,836 +42%
VWM
346
Vermillion Wealth Management
Minnesota
$293K +$4.72K +98 +2%
PL
347
Plancorp LLC
Missouri
$292K +$3.85K +80 +1%
SOS
348
Silver Oak Securities
Tennessee
$288K +$13.1K +271 +5%
JC
349
JM2 Capital
Oklahoma
$286K +$288K +5,970 New
EWA
350
EP Wealth Advisors
California
$283K +$284K +5,894 New