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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
26
TCP Asset Management
Ohio
$4.75M +$4.73M +103,006 New
WFA
27
Woodward Financial Advisors
North Carolina
$4.64M +$757K +16,486 +20%
FWS
28
FinDec Wealth Services
California
$4.56M +$4.54M +98,885 New
SIS
29
Strategic Investment Solutions
Illinois
$4.36M +$4.28M +93,213 New
Osaic Holdings
30
Osaic Holdings
Arizona
$4.34M +$3.79M +82,443 +701%
TIM
31
Tortoise Investment Management
New York
$4.16M -$493K -10,730 -11%
WCA
32
Waypoint Capital Advisors
Minnesota
$3.75M +$3.18M +69,241 +570%
SRWM
33
Shira Ridge Wealth Management
California
$3.68M +$3.66M +79,743 New
OMC
34
Old Mission Capital
Illinois
$3.63M +$2.89M +62,922 +396%
AC
35
AWM Capital
Arizona
$3.22M +$72K +1,568 +2%
MSWMA
36
Market Street Wealth Management Advisors
Indiana
$3.06M +$2.8M +61,066 +1,133%
GCA
37
Gradient Capital Advisors
California
$3.02M +$727K +15,824 +32%
GPWA
38
Great Point Wealth Advisors
Massachusetts
$2.98M -$948K -20,638 -24%
MCA
39
Maryland Capital Advisors
Maryland
$2.69M +$2.68M +58,325 New
SAG
40
SageView Advisory Group
California
$2.55M +$2.54M +55,335 New
BSW
41
Buckingham Strategic Wealth
Missouri
$2.47M +$2.21M +48,040 +858%
SPWM
42
Straight Path Wealth Management
Michigan
$2.39M +$1.83M +39,781 +328%
RWM
43
Ruedi Wealth Management
Illinois
$2.36M +$2.35M +51,111 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.35M +$557K +12,137 +31%
BA
45
Bridge Advisory
California
$2.22M -$94.5K -2,057 -4%
AWS
46
Atria Wealth Solutions
New York
$2.14M +$163K +3,555 +8%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.1M +$2.09M +45,528 New
AWM
48
AE Wealth Management
Kansas
$2.04M -$79.7K -1,735 -4%
SHWM
49
Silicon Hills Wealth Management
Texas
$2.01M +$110K +2,389 +6%
AWA
50
Acorn Wealth Advisors
Michigan
$1.94M -$48K -1,045 -2%