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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
THL
51
Tillman Hartley LLC
Colorado
$6.77M +$19.9K +423 +0.3%
WCA
52
Waypoint Capital Advisors
Minnesota
$6.73M -$84.9K -1,806 -1%
Renaissance Technologies
53
Renaissance Technologies
New York
$6.33M +$2.58M +54,979 +69%
NA
54
NewEdge Advisors
Louisiana
$6.22M +$719K +15,293 +13%
SHFA
55
SC&H Financial Advisors
Maryland
$6.22M +$447K +9,511 +8%
KA
56
Kooman & Associates
Pennsylvania
$6.01M +$157K +3,346 +3%
FWS
57
FinDec Wealth Services
California
$5.7M -$158K -3,362 -3%
WWWM
58
White Wing Wealth Management
Texas
$5.65M +$470K +10,007 +9%
HIG
59
Heritage Investment Group
Florida
$5.47M +$276K +5,870 +5%
GLLW
60
Graves Light Lenhart Wealth
Virginia
$5.31M -$53.6K -1,140 -1%
AF
61
Allworth Financial
California
$5.14M -$107K -2,283 -2%
PWMG
62
Pioneer Wealth Management Group
Texas
$5.12M +$5.11M +108,820 New
PFA
63
Pure Financial Advisors
California
$4.93M +$45K +958 +0.9%
FWP
64
Family Wealth Partners
North Carolina
$4.86M +$1.92M +40,767 +65%
AC
65
AWM Capital
Arizona
$4.86M +$274K +5,829 +6%
CPIG
66
Chicago Partners Investment Group
Illinois
$4.69M +$831K +17,688 +21%
BHWM
67
Bay Harbor Wealth Management
Maryland
$4.64M +$614K +13,057 +15%
SPWM
68
Straight Path Wealth Management
Michigan
$4.57M +$546K +11,625 +14%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$4.51M +$558K +11,882 +14%
CAM
70
CPA Asset Management
Florida
$4.47M +$651K +13,843 +17%
FW
71
FirstPurpose Wealth
Utah
$4.44M +$412K +8,775 +10%
GCA
72
Gradient Capital Advisors
California
$4.31M +$745K +15,849 +21%
IA
73
IFP Advisors
Florida
$4.14M +$357K +7,591 +9%
BWG
74
Beta Wealth Group
California
$3.99M +$3.99M +84,819 New
LWM
75
Lakeridge Wealth Management
Ohio
$3.37M +$219K +4,654 +7%