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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
401
Topsail Wealth Management
North Carolina
$92.4K +$92.8K +1,929 New
PWA
402
Physician Wealth Advisors
Utah
$84.9K
TCM
403
Tradewinds Capital Management
Washington
$81.4K +$241 +5 +0.3%
VWA
404
VSM Wealth Advisory
Maryland
$79.9K +$30.1K +626 +60%
DF
405
DecisionPoint Financial
Arizona
$64.4K +$41.4K +860 +177%
OC
406
Oakworth Capital
Alabama
$62.6K -$28.2K -586 -31%
KG
407
Kilter Group
New York
$54.1K
AT
408
Arlington Trust
Alabama
$53.2K +$53.5K +1,111 New
MWA
409
Medallion Wealth Advisors
Connecticut
$51.5K +$17.8K +370 +52%
PA
410
Parallel Advisors
California
$41.2K
RF
411
Rossby Financial
Florida
$39.1K
ASN
412
Advisory Services Network
Georgia
$39K +$39.2K +814 New
Rockefeller Capital Management
413
Rockefeller Capital Management
New York
$35.9K
MFT
414
Moisand Fitzgerald Tamayo
Florida
$35.5K +$96 +2 +0.3%
BTI
415
Blue Trust Inc
Georgia
$35.4K
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$34.4K +$1.4K +29 +4%
MG
417
MilWealth Group
Wisconsin
$27.8K
RG
418
RHL Group
Michigan
$24K +$24.2K +502 New
WG
419
Wellington Group
Indiana
$20.4K
OCM
420
Orion Capital Management
California
$19.9K
AUB
421
Atlantic Union Bankshares
Virginia
$19.7K +$19.8K +411 New
HWA
422
HHM Wealth Advisors
Tennessee
$15.1K
RWM
423
Rialto Wealth Management
New York
$15.1K
CFG
424
Chapman Financial Group
Hawaii
$12.8K
Wells Fargo
425
Wells Fargo
California
$12.4K -$1.18M -24,539 -99%