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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$8.29M +$1.53M +32,931 +23%
CIAS
27
CFS Investment Advisory Services
New Jersey
$6.99M +$70.9K +1,522 +1%
AF
28
Allworth Financial
California
$6.57M -$1.92M -41,283 -23%
THL
29
Tillman Hartley LLC
Colorado
$6.38M +$416K +8,938 +7%
AFGAS
30
Allegiance Financial Group Advisory Services
Virginia
$6.22M +$2.23M +47,894 +56%
KA
31
Kooman & Associates
Pennsylvania
$6.18M -$315K -6,758 -5%
GLLW
32
Graves Light Lenhart Wealth
Virginia
$6.02M +$55.4K +1,189 +0.9%
FWS
33
FinDec Wealth Services
California
$5.6M +$428K +9,196 +8%
SFA
34
Sequoia Financial Advisors
Ohio
$5.56M +$71.8K +1,542 +1%
FPAS
35
Focus Partners Advisor Solutions
Missouri
$5.05M +$4.22M +90,508 +493%
RFP
36
Root Financial Partners
California
$4.82M +$1.03M +22,046 +27%
WCA
37
Waypoint Capital Advisors
Minnesota
$4.58M +$771K +16,555 +20%
Bank of America
38
Bank of America
North Carolina
$4.44M +$2.63M +56,495 +144%
AC
39
AWM Capital
Arizona
$4.43M +$610K +13,106 +16%
TWM
40
Tanager Wealth Management
United Kingdom
$4.42M -$3.47M -74,409 -44%
TIM
41
Tortoise Investment Management
New York
$4.19M +$324K +6,960 +8%
GPWA
42
Great Point Wealth Advisors
Massachusetts
$4.18M +$954K +20,475 +29%
SWA
43
Sax Wealth Advisors
New Jersey
$4.02M +$1.79M +38,480 +80%
BCI
44
Brinker Capital Investments
Pennsylvania
$3.57M +$2.28M +49,041 +176%
OPS
45
Orion Portfolio Solutions
Nebraska
$3.57M +$2.28M +49,041 +176%
RWM
46
Ruedi Wealth Management
Illinois
$3.49M +$1.06M +22,828 +44%
GCA
47
Gradient Capital Advisors
California
$3.45M +$241K +5,165 +7%
SHFA
48
SC&H Financial Advisors
Maryland
$3.42M +$1.2M +25,739 +53%
Corient Private Wealth
49
Corient Private Wealth
Florida
$3.38M +$243K +5,224 +8%
DAS
50
Dynamic Advisor Solutions
Arizona
$3.38M +$946K +20,318 +39%