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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Allworth Financial
California
$44.8M +$32.5M +676,059 +260%
AFG
27
Altiora Financial Group
Ohio
$44.2M -$2.5M -51,952 -5%
BPA
28
Beacon Pointe Advisors
California
$43.9M +$3.12M +64,802 +8%
FPI
29
Financial Plan Inc
Washington
$43.9M +$6.59M +136,929 +18%
5NPW
30
55 North Private Wealth
Florida
$42.1M +$657K +13,652 +2%
WFA
31
Woodward Financial Advisors
North Carolina
$37.1M +$3M +62,375 +9%
SRCM
32
Signature Resources Capital Management
California
$37M +$4.41M +91,563 +13%
EFP
33
Elser Financial Planning
Indiana
$37M +$37.2M +772,713 New
W
34
Wealthquest
Ohio
$36.9M +$1.95M +40,454 +6%
PAS
35
Park Avenue Securities
New York
$36.9M -$257K -5,340 -0.7%
Bank of America
36
Bank of America
North Carolina
$36M +$8.46M +175,789 +31%
MPW
37
MASECO Private Wealth
$35.4M +$4.31M +89,623 +14%
EA
38
Eclectic Associates
California
$32.8M +$6.83M +141,878 +26%
WAG
39
Wheelhouse Advisory Group
Missouri
$29.6M +$7.5M +155,788 +34%
MWM
40
Mattern Wealth Management
Kansas
$28.9M +$388K +8,061 +1%
GOCP
41
Great Oak Capital Partners
Massachusetts
$28.6M +$778K +16,176 +3%
FFA
42
Farther Finance Advisors
California
$27.2M +$10.7M +222,379 +64%
VWA
43
Valued Wealth Advisors
Utah
$26.7M +$544K +11,299 +2%
NWM
44
Northwest Wealth Management
Iowa
$26.6M +$3.63M +75,483 +16%
AFGAS
45
Allegiance Financial Group Advisory Services
Virginia
$24.5M +$2.36M +49,001 +11%
JTWM
46
Jackson Thornton Wealth Management
Alabama
$24.3M +$1.54M +32,088 +7%
SWA
47
Sterling Wealth Advisors
Florida
$24.1M +$101K +2,107 +0.4%
KSWWM
48
Keyes Stange & Wooten Wealth Management
Florida
$23.6M -$2.71M -56,403 -10%
SHFA
49
SC&H Financial Advisors
Maryland
$23.2M +$2.82M +58,714 +14%
VF
50
Vestment Financial
Minnesota
$23M +$1.97M +41,032 +9%