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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Peirce Capital Management
Texas
$8.38M +$636K +13,548 +8%
FWS
52
FinDec Wealth Services
California
$8.14M +$2.44M +52,051 +43%
JTWM
53
Jackson Thornton Wealth Management
Alabama
$8.04M +$7.38M +157,266 +1,133%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$7.89M +$3.38M +71,940 +75%
CWP
55
Concord Wealth Partners
Virginia
$7.84M +$313K +6,659 +4%
CIAS
56
CFS Investment Advisory Services
New Jersey
$7.4M +$170K +3,613 +2%
SHFA
57
SC&H Financial Advisors
Maryland
$7.07M +$850K +18,112 +14%
Corient Private Wealth
58
Corient Private Wealth
Florida
$6.83M -$63.9K -1,361 -0.9%
PFA
59
Pure Financial Advisors
California
$6.77M +$1.84M +39,162 +37%
THL
60
Tillman Hartley LLC
Colorado
$6.47M -$290K -6,176 -4%
NA
61
NewEdge Advisors
Louisiana
$6.4M +$182K +3,880 +3%
AF
62
Allworth Financial
California
$6.39M +$1.24M +26,333 +24%
KA
63
Kooman & Associates
Pennsylvania
$6.04M +$30.1K +642 +0.5%
WCA
64
Waypoint Capital Advisors
Minnesota
$5.94M -$778K -16,581 -12%
CPIG
65
Chicago Partners Investment Group
Illinois
$5.82M +$1.09M +23,137 +23%
HIG
66
Heritage Investment Group
Florida
$5.76M +$299K +6,376 +5%
AC
67
AWM Capital
Arizona
$5.74M +$885K +18,856 +18%
WWWM
68
White Wing Wealth Management
Texas
$5.72M +$69.1K +1,473 +1%
BHWM
69
Bay Harbor Wealth Management
Maryland
$5.72M +$1.09M +23,123 +23%
GCA
70
Gradient Capital Advisors
California
$5.6M +$1.29M +27,512 +30%
FWP
71
Family Wealth Partners
North Carolina
$5.56M +$704K +14,988 +14%
GLLW
72
Graves Light Lenhart Wealth
Virginia
$5.31M +$6.76K +144 +0.1%
HWM
73
Hemington Wealth Management
Virginia
$5.19M +$2.48M +52,935 +92%
CAM
74
CPA Asset Management
Florida
$5.19M +$714K +15,215 +16%
SPWM
75
Straight Path Wealth Management
Michigan
$5.16M +$601K +12,805 +13%