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DFSD

Dimensional Short-Duration Fixed Income ETF

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