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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
351
Cary Street Partners Investment Advisory
Virginia
$316K +$11.2K +233 +4%
WIA
352
World Investment Advisors
California
$312K -$144 -3 -0%
MC
353
Matisse Capital
Oregon
$311K
RFA
354
Reyes Financial Architecture
California
$310K +$311K +6,468 New
CF
355
Claris Financial
Virginia
$308K +$26.8K +556 +9%
MW
356
Marrick Wealth
California
$302K -$112K -2,331 -27%
AHL
357
Abel Hall LLC
Louisiana
$299K +$1.35K +28 +0.5%
BIG
358
Builder Investment Group
Georgia
$295K +$41.1K +854 +16%
PL
359
Plancorp LLC
Missouri
$293K +$529 +11 +0.2%
KFG
360
Kelly Financial Group
Connecticut
$291K +$46.3K +963 +19%
JC
361
JM2 Capital
Oklahoma
$290K +$4.57K +95 +2%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$289K -$266K -5,531 -48%
MA
363
Mutual Advisors
Nebraska
$285K +$31.9K +664 +13%
EWA
364
EP Wealth Advisors
California
$282K +$144 +3 +0.1%
TPI
365
Trust Point Inc
Wisconsin
$281K +$283K +5,879 New
SFS
366
Security Financial Services
Indiana
$279K +$29.6K +615 +12%
SOS
367
Silver Oak Securities
Tennessee
$278K -$9.62K -200 -3%
SPW
368
Stillwater Private Wealth
Pennsylvania
$277K +$279K +5,803 New
LG
369
LAM Group
Oregon
$267K +$481 +10 +0.2%
CWM
370
Capstone Wealth Management
Montana
$256K +$433 +9 +0.2%
XPN
371
XY Planning Network
Montana
$249K -$3.36M -69,743 -93%
IAG
372
Investmark Advisory Group
Connecticut
$243K +$337 +7 +0.1%
BNA
373
BankChampaign National Association
Illinois
$242K +$242K +5,039 +25,195%
AAP
374
Arax Advisory Partners
Colorado
$240K +$2.98K +62 +1%
RF
375
rebel Financial
Ohio
$237K +$3.9K +81 +2%