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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
26
Park Avenue Securities
New York
$20.5M -$245K -5,158 -1%
KSWWM
27
Keyes Stange & Wooten Wealth Management
Florida
$20.2M +$6.81M +143,598 +51%
DPI
28
Diversified Portfolios Inc
Michigan
$20.1M +$18.1M +382,265 +982%
RWM
29
Rockwood Wealth Management
Pennsylvania
$19.7M +$1.91M +40,275 +11%
Renaissance Technologies
30
Renaissance Technologies
New York
$18.8M +$8.53M +179,686 +84%
GOCP
31
Great Oak Capital Partners
Massachusetts
$17.4M +$1.12M +23,543 +7%
VWA
32
Valued Wealth Advisors
Utah
$17.1M +$484K +10,204 +3%
LFGO
33
Legacy Financial Group (Oklahoma)
Oklahoma
$16.8M +$1.05M +22,187 +7%
SIC
34
SJS Investment Consulting
Ohio
$15.7M +$468K +9,871 +3%
JTWM
35
Jackson Thornton Wealth Management
Alabama
$15.4M +$7.18M +151,381 +88%
Bank of America
36
Bank of America
North Carolina
$15.3M +$3.2M +67,529 +27%
WA
37
Waverly Advisors
Alabama
$15.3M -$726K -15,298 -5%
OFA
38
Onyx Financial Advisors
Idaho
$15.3M +$682K +14,379 +5%
AFGAS
39
Allegiance Financial Group Advisory Services
Virginia
$13.3M +$958K +20,186 +8%
SRCM
40
Signature Resources Capital Management
California
$13.1M +$186K +3,922 +1%
C1AG
41
Client 1st Advisory Group
Florida
$13.1M +$353K +7,445 +3%
VAS
42
Vestmark Advisory Solutions
Massachusetts
$12.6M +$1.76M +37,173 +16%
RFP
43
RCS Financial Planning
Maryland
$12.5M +$95.4K +2,011 +0.8%
ODA
44
One Degree Advisors
California
$11.7M +$11.4M +239,476 +4,952%
ME
45
McIlrath & Eck
Washington
$11.3M +$8.65M +182,370 +342%
OA
46
Oceanside Advisors
South Carolina
$11M +$339K +7,136 +3%
DAS
47
Dynamic Advisor Solutions
Arizona
$11M +$555K +11,692 +5%
IWC
48
Integrated Wealth Concepts
Massachusetts
$10.7M +$150K +3,153 +1%
LPL Financial
49
LPL Financial
California
$10.4M +$878K +18,501 +9%
BWA
50
BCU Wealth Advisors
Illinois
$10.4M +$1.31M +27,583 +15%