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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Baldrige Asset Management
Pennsylvania
$350K +$302K +6,391 +595%
MA
52
Mutual Advisors
Nebraska
$348K +$350K +7,418 New
EWA
53
EverSource Wealth Advisors
Alabama
$347K +$350K +7,414 New
BWM
54
Blossom Wealth Management
California
$344K +$10.4K +221 +3%
Bank of America
55
Bank of America
North Carolina
$325K +$327K +6,930 New
RCAG
56
Rehmann Capital Advisory Group
Michigan
$294K +$296K +6,269 New
SPWM
57
Straight Path Wealth Management
Michigan
$289K +$291K +6,169 New
CL
58
CPWM LLC
Washington
$275K +$277K +5,856 New
BSW
59
Buckingham Strategic Wealth
Missouri
$263K +$265K +5,600 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$241K +$243K +5,147 New
GWA
61
Geometric Wealth Advisors
District of Columbia
$238K +$240K +5,071 New
GVAG
62
Great Valley Advisor Group
Delaware
$215K +$216K +4,582 New
FF
63
Francis Financial
$204K +$205K +4,337 New
Osaic Holdings
64
Osaic Holdings
Arizona
$132K +$133K +2,805 New
MG
65
MilWealth Group
Wisconsin
$103K -$698K -14,765 -87%
OCM
66
Orion Capital Management
California
$70K +$70.4K +1,490 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$65K +$65.8K +1,393 New
IA
68
IFP Advisors
Florida
$25K – – –
CMBA
69
C.M. Bidwell & Associates
Hawaii
$6K +$2.79K +59 +89%
AF
70
Advisornet Financial
Minnesota
– -$12.4M -259,090 Closed
MRWM
71
ML&R Wealth Management
Texas
– -$6.11M -127,553 Closed
SIG
72
Spinnaker Investment Group
California
– -$597K -12,487 Closed
TI
73
Truepoint Inc
Ohio
– -$206K -4,300 Closed