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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
26
Wealthquest
Ohio
$31.6M +$2.38M +49,389 +8%
HWM
27
Hemington Wealth Management
Virginia
$30.2M +$2.77M +57,561 +10%
MPW
28
MASECO Private Wealth
$30M +$2.77M +57,546 +10%
SRCM
29
Signature Resources Capital Management
California
$29.6M +$1.64M +34,037 +6%
VT
30
Vise Technologies
New York
$28.9M +$28.8M +599,073 New
MWM
31
Mattern Wealth Management
Kansas
$27.1M +$371K +7,715 +1%
VWA
32
Valued Wealth Advisors
Utah
$25.4M +$2.15M +44,771 +9%
KSWWM
33
Keyes Stange & Wooten Wealth Management
Florida
$25.2M +$982K +20,397 +4%
SWA
34
Sterling Wealth Advisors
Florida
$25.1M -$30.3K -630 -0.1%
GFA
35
Grunden Financial Advisory
Texas
$24.7M +$707K +14,683 +3%
Bank of America
36
Bank of America
North Carolina
$23.4M +$2.77M +57,504 +13%
GOCP
37
Great Oak Capital Partners
Massachusetts
$22.8M +$472K +9,806 +2%
JTWM
38
Jackson Thornton Wealth Management
Alabama
$21.7M +$1.73M +35,953 +9%
IA
39
Integrity Alliance
Iowa
$20.9M +$413K +8,572 +2%
AFGAS
40
Allegiance Financial Group Advisory Services
Virginia
$20.8M +$2.77M +57,602 +15%
LFGO
41
Legacy Financial Group (Oklahoma)
Oklahoma
$20.4M +$606K +12,599 +3%
SIC
42
SJS Investment Consulting
Ohio
$19.6M +$1.65M +34,367 +9%
NWM
43
Northwest Wealth Management
Iowa
$19.5M +$1.24M +25,668 +7%
VF
44
Vestment Financial
Minnesota
$18.9M +$1.76M +36,641 +10%
SF
45
SageOak Financial
Oklahoma
$18.5M +$1.42M +29,461 +8%
EA
46
Eclectic Associates
California
$18.4M +$7.91M +164,431 +76%
VP
47
Verisail Partners
Georgia
$18.1M +$304K +6,315 +2%
SWA
48
Sax Wealth Advisors
New Jersey
$16.9M -$6.2M -128,846 -27%
OFA
49
Onyx Financial Advisors
Idaho
$16.8M +$330K +6,857 +2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$16.7M +$1.55M +32,190 +10%