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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
51
SC&H Financial Advisors
Maryland
$20.4M +$5.22M +108,378 +34%
GWMT
52
Guardian Wealth Management (Tennessee)
Tennessee
$19.5M +$19.6M +406,426 New
IA
53
Integrity Alliance
Iowa
$19.1M -$1.76M -36,555 -8%
SF
54
SageOak Financial
Oklahoma
$19M +$681K +14,135 +4%
VP
55
Verisail Partners
Georgia
$18.8M +$832K +17,271 +5%
THL
56
Tillman Hartley LLC
Colorado
$17.7M +$2.72M +56,405 +18%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$17.6M +$1.02M +21,122 +6%
OFA
58
Onyx Financial Advisors
Idaho
$17.6M +$951K +19,733 +6%
Osaic Holdings
59
Osaic Holdings
Arizona
$17.5M +$1.03M +21,361 +6%
NRW
60
Nova R Wealth
Kansas
$17.4M +$2.79M +57,916 +19%
CWP
61
Cornerstone Wealth Partners
Michigan
$17.4M +$17.5M +362,878 New
BWA
62
BCU Wealth Advisors
Illinois
$17.3M +$1.2M +24,875 +7%
ACM
63
AlphaStar Capital Management
North Carolina
$17.2M +$7.17M +148,812 +71%
VAS
64
Vestmark Advisory Solutions
Massachusetts
$17.2M +$2.23M +46,283 +15%
LPL Financial
65
LPL Financial
California
$17.1M +$1.03M +21,312 +6%
TAWM
66
Three Arch Wealth Management
California
$17M +$17.1M +354,946 New
FFA
67
Farther Finance Advisors
California
$16.6M +$4.36M +90,535 +35%
AC
68
AWM Capital
Arizona
$16.5M +$1.55M +32,146 +10%
BWM
69
BCO Wealth Management
New Mexico
$16.4M +$2.28M +47,301 +16%
PAM
70
Pacific Asset Management
Washington
$16.3M +$2.59M +53,706 +19%
SWM
71
Sterling Wealth Management
Illinois
$16.2M +$3.53M +73,220 +28%
BMWS
72
Brady Martz Wealth Solutions
North Dakota
$15.5M +$1.14M +23,709 +8%
ODA
73
One Degree Advisors
California
$15.4M +$503K +10,440 +3%
PHWM
74
Pine Harbor Wealth Management
Maryland
$15.3M +$2.58M +53,453 +20%
CA
75
Clune & Associates
Illinois
$15M +$1.6M +33,233 +12%