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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFGO
51
Legacy Financial Group (Oklahoma)
Oklahoma
$22.4M +$620K +12,886 +3%
CAM
52
CPA Asset Management
Florida
$21.9M +$8.35M +173,626 +61%
CWP
53
Cornerstone Wealth Partners
Michigan
$21.9M +$4.51M +93,753 +26%
SIC
54
SJS Investment Consulting
Ohio
$21.8M +$655K +13,618 +3%
GWMT
55
Guardian Wealth Management (Tennessee)
Tennessee
$21.5M +$2.06M +42,761 +11%
PWP
56
Parkwoods Wealth Partners
New York
$21.3M +$9.98M +207,391 +87%
PAM
57
Pacific Asset Management
Washington
$20.1M +$3.78M +78,506 +23%
WC
58
Wolfstich Capital
Massachusetts
$19.6M -$2.33M -48,515 -11%
VP
59
Verisail Partners
Georgia
$19.5M +$648K +13,462 +3%
SF
60
SageOak Financial
Oklahoma
$19.2M +$196K +4,069 +1%
AC
61
AWM Capital
Arizona
$19M +$2.54M +52,811 +15%
IA
62
Integrity Alliance
Iowa
$18.7M -$357K -7,410 -2%
NRW
63
Nova R Wealth
Kansas
$18.6M +$1.24M +25,718 +7%
ACM
64
AlphaStar Capital Management
North Carolina
$18.5M +$1.32M +27,384 +8%
OFA
65
Onyx Financial Advisors
Idaho
$18.5M +$904K +18,781 +5%
VAS
66
Vestmark Advisory Solutions
Massachusetts
$18.5M +$1.27M +26,384 +7%
SWM
67
Sterling Wealth Management
Illinois
$18M +$1.88M +39,020 +12%
TAWM
68
Three Arch Wealth Management
California
$18M +$1.02M +21,281 +6%
BWA
69
BCU Wealth Advisors
Illinois
$17.9M +$667K +13,856 +4%
PHWM
70
Pine Harbor Wealth Management
Maryland
$17.6M +$2.35M +48,749 +15%
THL
71
Tillman Hartley LLC
Colorado
$17.6M -$68.2K -1,417 -0.4%
CA
72
Clune & Associates
Illinois
$17.3M +$2.34M +48,676 +16%
BWM
73
BCO Wealth Management
New Mexico
$17.2M +$740K +15,379 +4%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$16.6M +$9.52M +197,884 +133%
CM
75
Cornerstone Management
Georgia
$16.4M +$4.41M +91,621 +36%