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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
CPA Asset Management
Florida
$21.9M +$8.35M +173,626 +61%
CWP
52
Cornerstone Wealth Partners
Michigan
$21.9M +$4.51M +93,753 +26%
SIC
53
SJS Investment Consulting
Ohio
$21.8M +$655K +13,618 +3%
GWMT
54
Guardian Wealth Management (Tennessee)
Tennessee
$21.5M +$2.06M +42,761 +11%
PWP
55
Parkwoods Wealth Partners
New York
$21.3M +$9.98M +207,391 +87%
PAM
56
Pacific Asset Management
Washington
$20.1M +$3.78M +78,506 +23%
WC
57
Wolfstich Capital
Massachusetts
$19.6M -$2.33M -48,515 -11%
VP
58
Verisail Partners
Georgia
$19.5M +$648K +13,462 +3%
SF
59
SageOak Financial
Oklahoma
$19.2M +$196K +4,069 +1%
AC
60
AWM Capital
Arizona
$19M +$2.54M +52,811 +15%
IA
61
Integrity Alliance
Iowa
$18.7M -$357K -7,410 -2%
NRW
62
Nova R Wealth
Kansas
$18.6M +$1.24M +25,718 +7%
ACM
63
AlphaStar Capital Management
North Carolina
$18.5M +$1.32M +27,384 +8%
OFA
64
Onyx Financial Advisors
Idaho
$18.5M +$904K +18,781 +5%
VAS
65
Vestmark Advisory Solutions
Massachusetts
$18.5M +$1.27M +26,384 +7%
SWM
66
Sterling Wealth Management
Illinois
$18M +$1.88M +39,020 +12%
TAWM
67
Three Arch Wealth Management
California
$18M +$1.02M +21,281 +6%
BWA
68
BCU Wealth Advisors
Illinois
$17.9M +$667K +13,856 +4%
PHWM
69
Pine Harbor Wealth Management
Maryland
$17.6M +$2.35M +48,749 +15%
THL
70
Tillman Hartley LLC
Colorado
$17.6M -$68.2K -1,417 -0.4%
CA
71
Clune & Associates
Illinois
$17.3M +$2.34M +48,676 +16%
BWM
72
BCO Wealth Management
New Mexico
$17.2M +$740K +15,379 +4%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$16.6M +$9.52M +197,884 +133%
CM
74
Cornerstone Management
Georgia
$16.4M +$4.41M +91,621 +36%
BMWS
75
Brady Martz Wealth Solutions
North Dakota
$16.3M +$879K +18,263 +6%