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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$16.7M +$1.55M +32,190 +10%
Osaic Holdings
52
Osaic Holdings
Arizona
$16.5M -$194K -4,034 -1%
BWA
53
BCU Wealth Advisors
Illinois
$16.2M +$1.32M +27,480 +9%
LPL Financial
54
LPL Financial
California
$16.1M +$938K +19,486 +6%
WAG
55
Wheelhouse Advisory Group
Missouri
$15.7M +$3.82M +79,427 +32%
PCA
56
Prosperity Capital Advisors
Ohio
$15.6M +$966K +20,067 +7%
SHFA
57
SC&H Financial Advisors
Maryland
$15.3M +$1.75M +36,445 +13%
VAS
58
Vestmark Advisory Solutions
Massachusetts
$15.1M -$12.5M -260,156 -45%
THL
59
Tillman Hartley LLC
Colorado
$15M +$1.87M +38,831 +14%
AC
60
AWM Capital
Arizona
$15M +$7.38M +153,419 +97%
ODA
61
One Degree Advisors
California
$15M +$1.88M +39,088 +14%
NRW
62
Nova R Wealth
Kansas
$14.7M +$8.11M +168,418 +123%
BMWS
63
Brady Martz Wealth Solutions
North Dakota
$14.4M +$656K +13,640 +5%
BWM
64
BCO Wealth Management
New Mexico
$14.2M +$89.6K +1,861 +0.6%
C1AG
65
Client 1st Advisory Group
Florida
$14.1M +$276K +5,726 +2%
PAM
66
Pacific Asset Management
Washington
$13.8M +$1.31M +27,255 +11%
WA
67
Waverly Advisors
Alabama
$13.5M -$523K -10,871 -4%
CA
68
Clune & Associates
Illinois
$13.5M +$531K +11,040 +4%
KWA
69
Kondo Wealth Advisors
California
$13.4M +$669K +13,899 +5%
OA
70
Oceanside Advisors
South Carolina
$13.3M +$593K +12,327 +5%
SIM
71
Studio Investment Management
Illinois
$13M +$1.61M +33,464 +14%
PHWM
72
Pine Harbor Wealth Management
Maryland
$12.8M +$2.37M +49,218 +23%
SWM
73
Sterling Wealth Management
Illinois
$12.7M +$2.46M +51,098 +24%
SIM
74
Stratos Investment Management
Ohio
$12.4M +$8.66M +179,914 +232%
FFA
75
Farther Finance Advisors
California
$12.3M +$2.07M +43,019 +20%