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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
51
Prosperity Capital Advisors
Ohio
$10.4M +$6.42M +135,305 +165%
TIAM2
52
Tru Independence Asset Management 2
Oregon
$10.4M +$10.3M +217,092 New
DB
53
Dravo Bay
Delaware
$10.2M +$10.2M +213,987 New
Betterment LLC
54
Betterment LLC
New York
$9.75M +$596K +12,563 +7%
HWM
55
Hemington Wealth Management
Virginia
$9.43M +$4.23M +89,037 +81%
TIM
56
Tortoise Investment Management
New York
$9.17M -$1.33M -28,119 -13%
FWS
57
FinDec Wealth Services
California
$8.87M +$597K +12,587 +7%
SHFA
58
SC&H Financial Advisors
Maryland
$8.76M +$1.57M +33,183 +22%
PCM
59
Peirce Capital Management
Texas
$8.54M +$25.2K +531 +0.3%
YWM
60
Yardley Wealth Management
Pennsylvania
$8.37M +$8.32M +175,254 New
IA
61
IFP Advisors
Florida
$7.68M +$2.97M +62,556 +64%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$7.64M -$371K -7,818 -5%
GCA
63
Gradient Capital Advisors
California
$7.48M +$1.78M +37,533 +31%
THL
64
Tillman Hartley LLC
Colorado
$7.46M +$888K +18,701 +14%
CIAS
65
CFS Investment Advisory Services
New Jersey
$7.46M -$51.9K -1,093 -0.7%
CWP
66
Concord Wealth Partners
Virginia
$7.43M -$527K -11,113 -7%
WCA
67
Waypoint Capital Advisors
Minnesota
$7.17M +$1.13M +23,772 +19%
BHWM
68
Bay Harbor Wealth Management
Maryland
$7.17M +$1.35M +28,427 +23%
BC
69
Burney Company
Virginia
$7.17M -$5.22M -110,085 -42%
NWM
70
Northwest Wealth Management
Iowa
$7.11M +$3.05M +64,347 +76%
Corient Private Wealth
71
Corient Private Wealth
Florida
$6.91M -$29.3K -618 -0.4%
PFA
72
Pure Financial Advisors
California
$6.91M +$31K +653 +0.5%
SPIA
73
Steward Partners Investment Advisory
New York
$6.57M +$2.02M +42,607 +45%
CAM
74
CPA Asset Management
Florida
$6.29M +$1.02M +21,392 +19%
SWM
75
Sterling Wealth Management
Illinois
$6.28M +$5.14M +108,222 +463%