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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAG
401
Investment Advisory Group
Massachusetts
$208K
Goldman Sachs
402
Goldman Sachs
New York
$207K +$208K +4,334 New
PFGIA
403
Patriot Financial Group Insurance Agency
Massachusetts
$204K -$204K -4,266 -50%
NA
404
NewEdge Advisors
Louisiana
$200K +$9.96K +208 +5%
CTC
405
Central Trust Company
Missouri
$194K -$11K -230 -5%
MEG
406
Millstone Evans Group
Colorado
$187K -$1.1K -23 -0.6%
PWA
407
Physician Wealth Advisors
Utah
$172K +$87.2K +1,821 +103%
RL
408
Rogco LP
Oklahoma
$166K
MFS
409
Montgomery Financial Services
Maryland
$161K +$162K +3,380 New
GCM
410
Gunpowder Capital Management
Maryland
$160K
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$154K
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$135K -$264K -5,507 -66%
TWM
413
Topsail Wealth Management
North Carolina
$129K +$36.6K +764 +40%
National Bank of Canada
414
National Bank of Canada
Quebec, Canada
$128K
Wells Fargo
415
Wells Fargo
California
$125K +$113K +2,360 +915%
ACA
416
Aptus Capital Advisors
Alabama
$124K +$6.22K +130 +5%
LFG
417
Larson Financial Group
Missouri
$113K -$25K -523 -18%
SWIM
418
Smallwood Wealth Investment Management
New Jersey
$95.5K
MAS
419
MPWM Advisory Solutions
Georgia
$94.2K
VWA
420
VSM Wealth Advisory
Maryland
$79.6K
GRP
421
Global Retirement Partners
California
$64.9K +$65.1K +1,360 New
OC
422
Oakworth Capital
Alabama
$62.5K
KG
423
Kilter Group
New York
$59.7K +$5.75K +120 +11%
AT
424
Arlington Trust
Alabama
$53K
MWA
425
Medallion Wealth Advisors
Connecticut
$48K -$3.4K -71 -7%