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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
26
Wealthquest
Ohio
$29.1M +$28.8M +605,612 New
SRCM
27
Signature Resources Capital Management
California
$27.8M +$11.7M +246,562 +74%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$27.5M +$14.3M +300,520 +110%
HWM
29
Hemington Wealth Management
Virginia
$27.3M +$521K +10,931 +2%
MPW
30
MASECO Private Wealth
$27.1M +$26.9M +564,786 New
MWM
31
Mattern Wealth Management
Kansas
$26.6M -$1.19M -25,029 -4%
SWA
32
Sterling Wealth Advisors
Florida
$24.8M -$314K -6,601 -1%
KSWWM
33
Keyes Stange & Wooten Wealth Management
Florida
$24.1M -$263K -5,524 -1%
GFA
34
Grunden Financial Advisory
Texas
$23.9M -$30.2K -635 -0.1%
VWA
35
Valued Wealth Advisors
Utah
$23.1M +$2.44M +51,272 +12%
SWA
36
Sax Wealth Advisors
New Jersey
$23M +$4.12M +86,456 +22%
GOCP
37
Great Oak Capital Partners
Massachusetts
$22.2M +$720K +15,109 +3%
Bank of America
38
Bank of America
North Carolina
$20.5M +$5.95K +125 +0%
IA
39
Integrity Alliance
Iowa
$20.4M -$1.01M -21,173 -5%
JTWM
40
Jackson Thornton Wealth Management
Alabama
$19.8M +$938K +19,688 +5%
LFGO
41
Legacy Financial Group (Oklahoma)
Oklahoma
$19.8M +$967K +20,298 +5%
NWM
42
Northwest Wealth Management
Iowa
$18.2M +$1.43M +30,002 +9%
IWC
43
Integrated Wealth Concepts
Massachusetts
$18M +$2.74M +57,556 +18%
AFGAS
44
Allegiance Financial Group Advisory Services
Virginia
$18M +$1.07M +22,530 +6%
SIC
45
SJS Investment Consulting
Ohio
$17.9M +$556K +11,666 +3%
VP
46
Verisail Partners
Georgia
$17.7M +$14.8K +311 +0.1%
DWM
47
David Wealth Management
Virginia
$17.3M +$585K +12,293 +4%
VF
48
Vestment Financial
Minnesota
$17M +$1.11M +23,372 +7%
SF
49
SageOak Financial
Oklahoma
$17M -$1.16M -24,341 -6%
Osaic Holdings
50
Osaic Holdings
Arizona
$16.6M -$198K -4,165 -1%