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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$13.7M +$3.21M +67,798 +30%
C1AG
52
Client 1st Advisory Group
Florida
$13.7M +$883K +18,672 +7%
NWM
53
Northwest Wealth Management
Iowa
$13.3M +$6.4M +135,367 +91%
WC
54
Wolfstich Capital
Massachusetts
$13.2M +$13.3M +280,676 New
PCA
55
Prosperity Capital Advisors
Ohio
$12.9M +$2.7M +57,022 +26%
Renaissance Technologies
56
Renaissance Technologies
New York
$12.6M -$5.84M -123,531 -31%
VAS
57
Vestmark Advisory Solutions
Massachusetts
$12.4M +$946 +20 +0%
AF
58
Allworth Financial
California
$12.4M +$6.62M +139,863 +113%
BWA
59
BCU Wealth Advisors
Illinois
$12.2M +$2M +42,311 +19%
BWM
60
BCO Wealth Management
New Mexico
$11.9M +$12M +254,641 New
SHFA
61
SC&H Financial Advisors
Maryland
$11.9M +$3.37M +71,127 +39%
ODA
62
One Degree Advisors
California
$11.9M +$372K +7,868 +3%
HWM
63
Hemington Wealth Management
Virginia
$11.3M +$1.95M +41,190 +21%
OA
64
Oceanside Advisors
South Carolina
$11.2M +$332K +7,028 +3%
DAS
65
Dynamic Advisor Solutions
Arizona
$11.1M +$240K +5,081 +2%
LPL Financial
66
LPL Financial
California
$10.9M +$700K +14,788 +7%
KWA
67
Kondo Wealth Advisors
California
$10.9M +$11M +231,596 New
DB
68
Dravo Bay
Delaware
$10.6M +$560K +11,846 +6%
PAM
69
Pacific Asset Management
Washington
$10.6M +$10.7M +225,321 New
CA
70
Clune & Associates
Illinois
$10.3M +$10.4M +220,193 New
Betterment LLC
71
Betterment LLC
New York
$9.93M +$364K +7,693 +4%
THL
72
Tillman Hartley LLC
Colorado
$9.8M +$2.49M +52,678 +34%
YWM
73
Yardley Wealth Management
Pennsylvania
$9.68M +$1.45M +30,650 +17%
PHWM
74
Pine Harbor Wealth Management
Maryland
$9.01M +$3.76M +79,395 +70%
GCA
75
Gradient Capital Advisors
California
$8.79M +$1.45M +30,718 +20%