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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
401
MPWM Advisory Solutions
Georgia
$94.5K – – –
TWM
402
Topsail Wealth Management
North Carolina
$92.4K +$92.8K +1,929 New
PWA
403
Physician Wealth Advisors
Utah
$84.9K – – –
TCM
404
Tradewinds Capital Management
Washington
$81.4K +$241 +5 +0.3%
VWA
405
VSM Wealth Advisory
Maryland
$79.9K +$30.1K +626 +60%
DF
406
DecisionPoint Financial
Arizona
$64.4K +$41.4K +860 +177%
OC
407
Oakworth Capital
Alabama
$62.6K -$28.2K -586 -31%
KG
408
Kilter Group
New York
$54.1K – – –
AT
409
Arlington Trust
Alabama
$53.2K +$53.5K +1,111 New
MWA
410
Medallion Wealth Advisors
Connecticut
$51.5K +$17.8K +370 +52%
PA
411
Parallel Advisors
California
$41.2K – – –
RF
412
Rossby Financial
Florida
$39.1K – – –
ASN
413
Advisory Services Network
Georgia
$39K +$39.2K +814 New
Rockefeller Capital Management
414
Rockefeller Capital Management
New York
$35.9K – – –
MFT
415
Moisand Fitzgerald Tamayo
Florida
$35.5K +$96 +2 +0.3%
BTI
416
Blue Trust Inc
Georgia
$35.4K – – –
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$34.4K +$1.4K +29 +4%
MG
418
MilWealth Group
Wisconsin
$27.8K – – –
RG
419
RHL Group
Michigan
$24K +$24.2K +502 New
WG
420
Wellington Group
Indiana
$20.4K – – –
OCM
421
Orion Capital Management
California
$19.9K – – –
AUB
422
Atlantic Union Bankshares
Virginia
$19.7K +$19.8K +411 New
HWA
423
HHM Wealth Advisors
Tennessee
$15.1K – – –
RWM
424
Rialto Wealth Management
New York
$15.1K – – –
CFG
425
Chapman Financial Group
Hawaii
$12.8K – – –