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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
51
BCU Wealth Advisors
Illinois
$6.33M +$6.27M +134,654 New
PCM
52
Peirce Capital Management
Texas
$6.26M +$6.2M +133,184 New
FWS
53
FinDec Wealth Services
California
$5.85M +$146K +3,135 +3%
KA
54
Kooman & Associates
Pennsylvania
$5.85M -$334K -7,165 -5%
SHFA
55
SC&H Financial Advisors
Maryland
$5.77M +$1.61M +34,634 +39%
TIM
56
Tortoise Investment Management
New York
$5.55M -$108K -2,313 -2%
NA
57
NewEdge Advisors
Louisiana
$5.49M +$4.74M +101,707 +665%
GLLW
58
Graves Light Lenhart Wealth
Virginia
$5.36M +$74.8K +1,605 +1%
AF
59
Allworth Financial
California
$5.24M -$853K -18,308 -14%
HIG
60
Heritage Investment Group
Florida
$5.19M +$243K +5,225 +5%
WWWM
61
White Wing Wealth Management
Texas
$5.17M +$5.14M +110,325 New
GPWA
62
Great Point Wealth Advisors
Massachusetts
$5.16M +$695K +14,918 +16%
PFA
63
Pure Financial Advisors
California
$4.89M +$4.51M +96,825 +1,359%
AC
64
AWM Capital
Arizona
$4.58M +$33.7K +724 +0.7%
FW
65
FirstPurpose Wealth
Utah
$4.04M +$847K +18,186 +27%
BHWM
66
Bay Harbor Wealth Management
Maryland
$4.02M +$1.24M +26,573 +45%
SPWM
67
Straight Path Wealth Management
Michigan
$4.02M +$319K +6,852 +9%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$3.95M +$17.6K +377 +0.5%
CPIG
69
Chicago Partners Investment Group
Illinois
$3.87M +$1.06M +22,855 +38%
CAM
70
CPA Asset Management
Florida
$3.82M +$1.21M +26,051 +47%
IA
71
IFP Advisors
Florida
$3.78M +$2.28M +48,940 +155%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$3.77M +$742K +15,922 +25%
Renaissance Technologies
73
Renaissance Technologies
New York
$3.75M +$3.71M +79,700 New
Betterment LLC
74
Betterment LLC
New York
$3.65M +$704K +15,110 +24%
GCA
75
Gradient Capital Advisors
California
$3.57M -$91.3K -1,960 -3%