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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
76
Applied Capital
Arkansas
$1.72M -$56.1K -1,204 -3%
FOA
77
Five Oceans Advisors
California
$1.66M -$745 -16 -0%
PA
78
PFG Advisors
Arizona
$1.61M +$128K +2,740 +9%
PAG
79
Private Advisor Group
New Jersey
$1.6M +$576K +12,368 +56%
FG
80
Foster Group
Iowa
$1.52M – – –
AWM
81
Apollon Wealth Management
South Carolina
$1.41M +$722K +15,500 +103%
SIS
82
Strategic Investment Solutions
Illinois
$1.39M -$2.1M -45,007 -60%
EWA
83
EverSource Wealth Advisors
Alabama
$1.36M +$642K +13,774 +88%
PFO
84
Pathstone Family Office
New Jersey
$1.34M +$839K +18,013 +165%
SIAG
85
Safeguard Investment Advisory Group
California
$1.25M +$716K +15,367 +133%
AWMNH
86
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.22M +$1.23M +26,426 New
FFA
87
Farther Finance Advisors
California
$1.19M +$756K +16,230 +173%
SPA
88
Shore Point Advisors
New Jersey
$1.1M +$99.8K +2,142 +10%
WWM
89
Wolff Wiese Magana
California
$1.07M +$1.77K +38 +0.2%
TAM
90
TCP Asset Management
Ohio
$1.06M +$33K +709 +3%
LNC
91
Lincoln National Corp
Pennsylvania
$1.05M +$415K +8,904 +65%
MFC
92
Morris Financial Concepts
South Carolina
$1.03M +$114K +2,451 +12%
IFA
93
Index Fund Advisors
California
$1.02M -$19.3K -414 -2%
HighTower Advisors
94
HighTower Advisors
Illinois
$899K -$290K -6,225 -24%
MWP
95
Meredith Wealth Planning
Illinois
$857K +$144K +3,081 +20%
FWM
96
FMB Wealth Management
California
$829K +$652 +14 +0.1%
BSW
97
Buckingham Strategic Wealth
Missouri
$795K -$1.7M -36,483 -68%
AAM
98
Austin Asset Management
Texas
$769K – – –
FWP
99
Firethorn Wealth Partners
Georgia
$737K +$41.4K +888 +6%
OIA
100
OneDigital Investment Advisors
Kansas
$721K +$725K +15,565 New