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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$1.2M +$1.19M +25,628 New
Betterment LLC
77
Betterment LLC
New York
$1.2M +$775K +16,684 +187%
LI
78
LVZ Inc
Michigan
$1.09M +$91.7K +1,975 +9%
FF
79
Francis Financial
$1.08M +$190K +4,096 +22%
WWM
80
Wolff Wiese Magana
California
$1.08M -$108K -2,334 -9%
IFA
81
Index Fund Advisors
California
$1.05M +$102K +2,196 +11%
TAM
82
TCP Asset Management
Ohio
$1.03M -$3.76M -80,854 -78%
PAG
83
Private Advisor Group
New Jersey
$1.03M +$1.03M +22,065 New
SPA
84
Shore Point Advisors
New Jersey
$1.01M +$596K +12,837 +147%
MFC
85
Morris Financial Concepts
South Carolina
$918K +$181K +3,889 +25%
Renaissance Technologies
86
Renaissance Technologies
New York
$896K +$149K +3,198 +20%
FPAS
87
Focus Partners Advisor Solutions
Missouri
$857K +$853K +18,365 New
FWM
88
FMB Wealth Management
California
$834K +$191K +4,109 +30%
AAM
89
Austin Asset Management
Texas
$775K +$423K +9,100 +121%
EWA
90
EverSource Wealth Advisors
Alabama
$727K +$79.7K +1,715 +12%
MWP
91
Meredith Wealth Planning
Illinois
$719K +$716K +15,410 New
FWP
92
Firethorn Wealth Partners
Georgia
$700K +$128K +2,751 +22%
AWM
93
Apollon Wealth Management
South Carolina
$700K +$372K +8,000 +114%
OCM
94
Orion Capital Management
California
$645K +$66.9K +1,440 +12%
QHA
95
Quarry Hill Advisors
Minnesota
$642K +$209K +4,498 +49%
LNC
96
Lincoln National Corp
Pennsylvania
$641K +$639K +13,746 New
BAM
97
Baldrige Asset Management
Pennsylvania
$573K +$7.39K +159 +1%
W
98
WorthPointe
California
$545K +$43.3K +933 +9%
VFP
99
Verus Financial Partners
Virginia
$538K +$534K +11,485 New
SIAG
100
Safeguard Investment Advisory Group
California
$537K +$535K +11,518 New