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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DF
401
DecisionPoint Financial
Arizona
$23.3K – – –
WG
402
Wellington Group
Indiana
$20.5K +$20.6K +427 New
OCM
403
Orion Capital Management
California
$19.9K – – –
HWA
404
HHM Wealth Advisors
Tennessee
$15.1K – – –
RWM
405
Rialto Wealth Management
New York
$15.1K – – –
HBW
406
Hazlett, Burt & Watson
West Virginia
$15K +$15.2K +316 New
CFG
407
Chapman Financial Group
Hawaii
$12.8K – – –
CMBA
408
C.M. Bidwell & Associates
Hawaii
$5.42K – – –
BGWM
409
Bridge Generations Wealth Management
Florida
$2.54K – – –
S
410
SignatureFD
Georgia
$64 – – –
SWP
411
Strategic Wealth Partners
Ohio
$26 -$15.1K -314 -100%
M1FG
412
Mach-1 Financial Group
Arkansas
– -$10.3M -213,467 Closed
Renaissance Technologies
413
Renaissance Technologies
New York
– -$7.98M -165,641 Closed
Citadel Advisors
414
Citadel Advisors
Florida
– -$7.97M -165,487 Closed
BCA
415
Bay Colony Advisors
Massachusetts
– -$5.8M -120,348 Closed
MPCL
416
My Personal CFO LLC
Washington
– -$2.78M -57,733 Closed
FTUS
417
Flow Traders U.S.
New York
– -$1.65M -34,230 Closed
BOSSRA
418
B.O.S.S. Retirement Advisors
Utah
– -$654K -13,567 Closed
SWA
419
Stratos Wealth Advisors
Ohio
– -$612K -12,701 Closed
TCM
420
Tassel Capital Management
North Carolina
– -$608K -12,625 Closed
IA
421
IFG Advisory
Georgia
– -$566K -11,737 Closed
BCM
422
Brookstone Capital Management
Illinois
– -$485K -10,057 Closed
MCM
423
MAI Capital Management
Ohio
– -$420K -8,721 Closed
CPA
424
Capital Performance Advisors
California
– -$259K -5,375 Closed
JWCA
425
J.W. Cole Advisors
Florida
– -$254K -5,263 Closed