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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MEG
376
Millstone Evans Group
Colorado
$187K -$20.4K -424 -10%
PS
377
Pinney & Scofield
Massachusetts
$185K +$6.89K +143 +4%
CTC
378
Central Trust Company
Missouri
$180K – – –
NA
379
NewEdge Advisors
Louisiana
$173K +$1.21K +25 +0.7%
RL
380
Rogco LP
Oklahoma
$166K +$167K +3,468 New
GCM
381
Gunpowder Capital Management
Maryland
$161K +$162K +3,360 New
LFG
382
Larson Financial Group
Missouri
$160K – – –
Comerica Bank
383
Comerica Bank
Texas
$154K +$15.1K +314 +11%
ACA
384
Aptus Capital Advisors
Alabama
$110K +$1.64K +34 +2%
National Bank of Canada
385
National Bank of Canada
Quebec, Canada
$105K – – –
MAS
386
MPWM Advisory Solutions
Georgia
$94.6K – – –
OC
387
Oakworth Capital
Alabama
$90.8K – – –
PWA
388
Physician Wealth Advisors
Utah
$85.1K +$386 +8 +0.5%
TCM
389
Tradewinds Capital Management
Washington
$81.3K +$81.7K +1,695 New
GRP
390
Global Retirement Partners
California
$64.3K -$16.9K -350 -21%
KG
391
Kilter Group
New York
$54.2K -$337 -7 -0.6%
VWA
392
VSM Wealth Advisory
Maryland
$50K +$50.2K +1,042 New
PA
393
Parallel Advisors
California
$41.2K – – –
RF
394
Rossby Financial
Florida
$39.2K – – –
Rockefeller Capital Management
395
Rockefeller Capital Management
New York
$36K -$5.78K -120 -14%
BTI
396
Blue Trust Inc
Georgia
$35.5K – – –
MFT
397
Moisand Fitzgerald Tamayo
Florida
$35.4K +$578 +12 +2%
MWA
398
Medallion Wealth Advisors
Connecticut
$33.9K +$145 +3 +0.4%
Northwestern Mutual Wealth Management
399
Northwestern Mutual Wealth Management
Wisconsin
$33.1K +$241 +5 +0.7%
MG
400
MilWealth Group
Wisconsin
$27.9K – – –