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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$16.4M +$10.7M +225,002 +191%
OFA
52
Onyx Financial Advisors
Idaho
$16.4M -$377K -7,912 -2%
LPL Financial
53
LPL Financial
California
$15.1M +$2.78M +58,461 +23%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$15.1M -$4.79M -100,627 -24%
BWA
55
BCU Wealth Advisors
Illinois
$14.8M +$1.73M +36,302 +13%
PCA
56
Prosperity Capital Advisors
Ohio
$14.6M +$347K +7,278 +2%
BWM
57
BCO Wealth Management
New Mexico
$14.1M +$835K +17,534 +6%
WA
58
Waverly Advisors
Alabama
$14M -$631K -13,259 -4%
C1AG
59
Client 1st Advisory Group
Florida
$13.7M -$211K -4,422 -2%
BMWS
60
Brady Martz Wealth Solutions
North Dakota
$13.7M +$6.17M +129,494 +83%
SHFA
61
SC&H Financial Advisors
Maryland
$13.5M +$599K +12,578 +5%
THL
62
Tillman Hartley LLC
Colorado
$13.1M -$161K -3,382 -1%
ODA
63
One Degree Advisors
California
$13M +$738K +15,491 +6%
CA
64
Clune & Associates
Illinois
$12.9M +$1.1M +23,167 +9%
KWA
65
Kondo Wealth Advisors
California
$12.7M +$675K +14,184 +6%
OA
66
Oceanside Advisors
South Carolina
$12.7M +$356K +7,468 +3%
PAM
67
Pacific Asset Management
Washington
$12.5M +$97.8K +2,054 +0.8%
DAS
68
Dynamic Advisor Solutions
Arizona
$11.9M +$428K +8,984 +4%
WAG
69
Wheelhouse Advisory Group
Missouri
$11.8M +$1.98M +41,517 +20%
SIM
70
Studio Investment Management
Illinois
$11.4M +$679K +14,250 +6%
DB
71
Dravo Bay
Delaware
$10.7M +$114K +2,386 +1%
EA
72
Eclectic Associates
California
$10.4M +$4.01M +84,228 +63%
PHWM
73
Pine Harbor Wealth Management
Maryland
$10.4M +$949K +19,920 +10%
SWM
74
Sterling Wealth Management
Illinois
$10.2M +$10.2M +213,359 New
Betterment LLC
75
Betterment LLC
New York
$10.2M -$311K -6,532 -3%