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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFC
76
Morris Financial Concepts
South Carolina
$728K +$725K +15,787 New
EWA
77
EverSource Wealth Advisors
Alabama
$639K +$36.1K +787 +6%
FWM
78
FMB Wealth Management
California
$635K +$632K +13,769 New
OCM
79
Orion Capital Management
California
$571K +$327K +7,113 +135%
FWP
80
Firethorn Wealth Partners
Georgia
$565K +$39.9K +869 +8%
BAM
81
Baldrige Asset Management
Pennsylvania
$559K -$30K -653 -5%
IWM
82
IHT Wealth Management
Illinois
$537K +$188K +4,085 +54%
SC
83
Shearwater Capital
Colorado
$527K
ACA
84
Affinity Capital Advisors
California
$525K -$173K -3,758 -25%
PCM
85
Passive Capital Management
Maryland
$503K +$501K +10,913 New
W
86
WorthPointe
California
$496K +$494K +10,753 New
SIG
87
Spinnaker Investment Group
California
$478K +$23.6K +514 +5%
PWM
88
PBMares Wealth Management
Virginia
$460K -$277K -6,029 -38%
QHA
89
Quarry Hill Advisors
Minnesota
$427K +$426K +9,271 New
RCAG
90
Rehmann Capital Advisory Group
Michigan
$420K +$38.2K +832 +10%
UWM
91
USAdvisors Wealth Management
Minnesota
$416K +$414K +9,015 New
LWAC
92
Laurel Wealth Advisors (California)
California
$416K +$414K +9,022 New
OPS
93
Orion Portfolio Solutions
Nebraska
$415K -$39.7K -865 -9%
Betterment LLC
94
Betterment LLC
New York
$411K +$410K +8,927 New
SPA
95
Shore Point Advisors
New Jersey
$401K +$400K +8,708 New
AAS
96
Avantax Advisory Services
Texas
$397K -$11.8K -256 -3%
CFO
97
Collective Family Office
Pennsylvania
$395K +$394K +8,569 New
NL
98
NWAM LLC
Washington
$392K -$686K -14,938 -64%
SWM
99
Seaside Wealth Management
California
$387K +$2.39K +52 +0.6%
PWIA
100
Porter White Investment Advisors
Alabama
$375K +$374K +8,140 New