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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
326
Pinnacle Family Advisors
Missouri
$480K -$209K -4,338 -30%
FWI
327
Facet Wealth Inc
Maryland
$478K +$480K +9,982 New
EFG
328
Everest Financial Group
Minnesota
$474K +$476K +9,895 New
HKIMG
329
Hutchens & Kramer Investment Management Group
Indiana
$472K -$8.71K -181 -2%
APFP
330
Action Point Financial Planning
Michigan
$447K +$450K +9,344 New
FFM
331
Forum Financial Management
Illinois
$434K -$92.8K -1,928 -18%
SAM
332
Synergy Asset Management
Washington
$423K -$1.01M -21,085 -70%
AWM
333
AE Wealth Management
Kansas
$417K +$34.6K +719 +9%
O3W
334
Omni 360 Wealth
New Jersey
$415K +$18.4K +382 +5%
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$409K +$204K +4,233 +98%
SC
336
Shearwater Capital
Colorado
$407K +$48 +1 +0%
AAM
337
Austin Asset Management
Texas
$407K – – –
OP
338
Oath Planning
Oklahoma
$406K -$10.7K -222 -3%
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$399K -$1.18M -24,553 -75%
LFA
340
Lauterbach Financial Advisors
Texas
$398K +$29.6K +615 +8%
HSG
341
Helen Stephens Group
Texas
$390K +$392K +8,155 New
SWGC
342
Summit Wealth Group (Colorado)
Colorado
$383K -$53.5K -1,111 -12%
MWM
343
McCartney Wealth Management
Missouri
$381K -$41.9K -871 -10%
AC
344
Annandale Capital
Texas
$375K – – –
SWM
345
Seaside Wealth Management
California
$367K -$39.6K -823 -10%
CPW
346
Cogent Private Wealth
Florida
$361K – – –
VFP
347
Verus Financial Partners
Virginia
$355K +$241 +5 +0.1%
Citadel Advisors
348
Citadel Advisors
Florida
$340K +$342K +7,103 New
Morgan Stanley
349
Morgan Stanley
New York
$327K +$30.2K +628 +10%
IPWA
350
International Private Wealth Advisors
California
$327K +$328K +6,822 New