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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
51
SC&H Financial Advisors
Maryland
$25.2M +$2.13M +44,417 +9%
CA
52
Clune & Associates
Illinois
$24.9M +$7.66M +159,960 +44%
WC
53
Wolfstich Capital
Massachusetts
$24.4M +$4.89M +102,056 +25%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$24.4M +$7.82M +163,314 +47%
SWA
55
Sterling Wealth Advisors
Florida
$24.2M +$293K +6,114 +1%
AF
56
Allworth Financial
California
$23.8M -$20.9M -437,438 -47%
VF
57
Vestment Financial
Minnesota
$23.5M +$715K +14,930 +3%
GWMT
58
Guardian Wealth Management (Tennessee)
Tennessee
$23.4M +$1.92M +40,080 +9%
AC
59
AWM Capital
Arizona
$22.2M +$3.29M +68,651 +17%
TAWM
60
Three Arch Wealth Management
California
$21.9M +$3.92M +81,921 +22%
LPL Financial
61
LPL Financial
California
$21.7M +$5.55M +115,935 +34%
PAM
62
Pacific Asset Management
Washington
$21.4M +$1.42M +29,731 +7%
VP
63
Verisail Partners
Georgia
$20.2M +$819K +17,098 +4%
SF
64
SageOak Financial
Oklahoma
$20M +$814K +17,003 +4%
ACM
65
AlphaStar Capital Management
North Carolina
$19.6M +$1.16M +24,196 +6%
OFA
66
Onyx Financial Advisors
Idaho
$19.5M +$1.09M +22,686 +6%
Osaic Holdings
67
Osaic Holdings
Arizona
$19.5M +$3.64M +76,069 +23%
NRW
68
Nova R Wealth
Kansas
$19.4M +$825K +17,238 +4%
IAS
69
IMA Advisory Services
Colorado
$19.4M +$19.5M +406,393 New
THL
70
Tillman Hartley LLC
Colorado
$19.4M +$1.86M +38,769 +11%
BWA
71
BCU Wealth Advisors
Illinois
$19.3M +$1.46M +30,471 +8%
SWM
72
Sterling Wealth Management
Illinois
$18.7M +$702K +14,656 +4%
PHWM
73
Pine Harbor Wealth Management
Maryland
$18.6M +$1.03M +21,544 +6%
CM
74
Cornerstone Management
Georgia
$18.6M +$2.2M +46,021 +13%
IA
75
Integrity Alliance
Iowa
$18.5M -$145K -3,023 -0.8%