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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
26
CFS Investment Advisory Services
New Jersey
$6.96M +$106K +2,272 +2%
LPL Financial
27
LPL Financial
California
$6.81M +$5.84M +125,644 +619%
KA
28
Kooman & Associates
Pennsylvania
$6.54M +$36.6K +788 +0.6%
THL
29
Tillman Hartley LLC
Colorado
$6.01M +$155K +3,341 +3%
GLLW
30
Graves Light Lenhart Wealth
Virginia
$6M -$582K -12,534 -9%
SFA
31
Sequoia Financial Advisors
Ohio
$5.52M +$5.5M +118,397 New
Osaic Holdings
32
Osaic Holdings
Arizona
$5.47M +$1.06M +22,922 +24%
FWS
33
FinDec Wealth Services
California
$5.21M +$591K +12,713 +13%
AFGAS
34
Allegiance Financial Group Advisory Services
Virginia
$4.02M +$2.12M +45,611 +112%
TIM
35
Tortoise Investment Management
New York
$3.89M -$321K -6,915 -8%
AC
36
AWM Capital
Arizona
$3.85M +$589K +12,681 +18%
WCA
37
Waypoint Capital Advisors
Minnesota
$3.84M +$41.5K +893 +1%
RFP
38
Root Financial Partners
California
$3.82M +$3.8M +81,888 New
SIS
39
Strategic Investment Solutions
Illinois
$3.49M -$854K -18,377 -20%
GPWA
40
Great Point Wealth Advisors
Massachusetts
$3.25M +$236K +5,077 +8%
GCA
41
Gradient Capital Advisors
California
$3.23M +$173K +3,725 +6%
Corient Private Wealth
42
Corient Private Wealth
Florida
$3.16M +$1.68M +36,077 +114%
SRWM
43
Shira Ridge Wealth Management
California
$3.07M -$649K -13,978 -18%
MSWMA
44
Market Street Wealth Management Advisors
Indiana
$2.92M -$178K -3,828 -6%
SPWM
45
Straight Path Wealth Management
Michigan
$2.76M +$339K +7,298 +14%
MCA
46
Maryland Capital Advisors
Maryland
$2.72M +$1.16K +25 +0%
SAG
47
SageView Advisory Group
California
$2.64M +$57K +1,227 +2%
AWS
48
Atria Wealth Solutions
New York
$2.5M +$330K +7,111 +15%
BA
49
Bridge Advisory
California
$2.48M +$230K +4,942 +10%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$2.48M +$97.5K +2,099 +4%