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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
51
Buckingham Strategic Wealth
Missouri
$2.47M
DAS
52
Dynamic Advisor Solutions
Arizona
$2.45M +$1.67M +35,976 +217%
RWM
53
Ruedi Wealth Management
Illinois
$2.45M +$60.1K +1,294 +3%
Truist Financial
54
Truist Financial
North Carolina
$2.26M +$2.25M +48,481 New
SWA
55
Sax Wealth Advisors
New Jersey
$2.25M +$459K +9,878 +26%
SHFA
56
SC&H Financial Advisors
Maryland
$2.25M +$469K +10,091 +27%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$2.08M +$1.09M +23,381 +110%
AWM
58
AE Wealth Management
Kansas
$2.01M -$56.3K -1,213 -3%
AWA
59
Acorn Wealth Advisors
Michigan
$1.91M -$56.1K -1,207 -3%
SIC
60
Samalin Investment Counsel
New York
$1.91M +$273K +5,878 +17%
EP
61
Essential Planning
New Hampshire
$1.86M +$1.85M +39,912 New
Bank of America
62
Bank of America
North Carolina
$1.83M +$1.81M +38,974 +11,739%
IWC
63
Integrated Wealth Concepts
Massachusetts
$1.8M +$703K +15,126 +65%
AC
64
Applied Capital
Arkansas
$1.79M -$28.7K -617 -2%
WP
65
WealthSource Partners
California
$1.78M +$38.8K +835 +2%
CAM
66
CPA Asset Management
Florida
$1.78M -$38.6K -830 -2%
FOA
67
Five Oceans Advisors
California
$1.67M +$291K +6,263 +21%
HNWA
68
Henrickson Nauta Wealth Advisors
Michigan
$1.61M +$54.4K +1,170 +4%
HKIMG
69
Hutchens & Kramer Investment Management Group
Indiana
$1.61M +$1.6M +34,477 New
FW
70
FirstPurpose Wealth
Utah
$1.58M +$354K +7,611 +29%
FG
71
Foster Group
Iowa
$1.53M -$286K -6,147 -16%
PA
72
PFG Advisors
Arizona
$1.49M +$1.11M +23,989 +302%
OPS
73
Orion Portfolio Solutions
Nebraska
$1.3M +$877K +18,887 +210%
BCI
74
Brinker Capital Investments
Pennsylvania
$1.3M +$1.3M +27,897 New
BHWM
75
Bay Harbor Wealth Management
Maryland
$1.29M +$1.2M +25,728 +1,278%