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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCA
51
Waypoint Capital Advisors
Minnesota
$558K +$568K +12,139 New
Osaic Holdings
52
Osaic Holdings
Arizona
$541K +$419K +8,959 +319%
SC
53
Shearwater Capital
Colorado
$526K -$3.04K -65 -0.6%
FWP
54
Firethorn Wealth Partners
Georgia
$524K +$67.3K +1,438 +14%
KF
55
Krilogy Financial
Missouri
$518K +$527K +11,257 New
PFO
56
Pathstone Family Office
New Jersey
$501K +$510K +10,885 New
SIG
57
Spinnaker Investment Group
California
$467K +$462K +9,863 New
DFC
58
DBK Financial Counsel
Ohio
$456K -$147K -3,145 -24%
OPS
59
Orion Portfolio Solutions
Nebraska
$454K -$53.8K -1,150 -10%
SIC
60
Samalin Investment Counsel
New York
$424K +$431K +9,218 New
AAS
61
Avantax Advisory Services
Texas
$408K +$12.2K +260 +3%
PFA
62
Pure Financial Advisors
California
$398K -$127K -2,712 -24%
MWM
63
Mattern Wealth Management
Kansas
$388K +$395K +8,436 New
SWM
64
Seaside Wealth Management
California
$382K +$390K +8,340 New
RCAG
65
Rehmann Capital Advisory Group
Michigan
$380K +$93.7K +2,001 +32%
BCA
66
Bay Colony Advisors
Massachusetts
$359K +$365K +7,807 New
IWM
67
IHT Wealth Management
Illinois
$348K +$354K +7,570 New
AAM
68
Austin Asset Management
Texas
$345K – – –
BWM
69
Blossom Wealth Management
California
$339K +$2.06K +44 +0.6%
PAG
70
Private Advisor Group
New Jersey
$306K +$312K +6,656 New
GWA
71
Geometric Wealth Advisors
District of Columbia
$300K +$67.4K +1,440 +28%
MA
72
Mutual Advisors
Nebraska
$284K -$58K -1,240 -17%
GTAM
73
Global Trust Asset Management
Florida
$280K -$270K -5,770 -49%
PA
74
PFG Advisors
Arizona
$280K +$285K +6,078 New
BSW
75
Buckingham Strategic Wealth
Missouri
$258K – – –