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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
76
Essential Planning
New Hampshire
$1.97M -$12.2K -263 -0.6%
AWM
77
Apollon Wealth Management
South Carolina
$1.95M +$535K +11,500 +38%
TWM
78
Tanager Wealth Management
United Kingdom
$1.89M -$2.54M -54,699 -57%
WP
79
WealthSource Partners
California
$1.84M -$77.7K -1,672 -4%
SIC
80
Samalin Investment Counsel
New York
$1.83M +$78.8K +1,696 +4%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$1.77M -$143K -3,073 -7%
AC
82
Applied Capital
Arkansas
$1.76M +$39.1K +842 +2%
PAG
83
Private Advisor Group
New Jersey
$1.69M +$91.2K +1,961 +6%
LNC
84
Lincoln National Corp
Pennsylvania
$1.67M +$622K +13,383 +59%
EWA
85
EverSource Wealth Advisors
Alabama
$1.66M +$301K +6,479 +22%
PA
86
PFG Advisors
Arizona
$1.65M +$46.7K +1,005 +3%
BPA
87
Beacon Pointe Advisors
California
$1.63M +$1.13M +24,253 +224%
FG
88
Foster Group
Iowa
$1.52M – – –
IA
89
IFP Advisors
Florida
$1.46M +$1.22M +26,296 +500%
SPIA
90
Steward Partners Investment Advisory
New York
$1.43M +$1.44M +30,931 New
MSWMA
91
Market Street Wealth Management Advisors
Indiana
$1.42M -$1.21M -26,013 -46%
AWMNH
92
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.39M +$168K +3,623 +14%
PFO
93
Pathstone Family Office
New Jersey
$1.37M +$10.9M +235,351 +814%
FOA
94
Five Oceans Advisors
California
$1.36M -$302K -6,502 -18%
VFIC
95
Valley Forge Investment Consultants
Pennsylvania
$1.3M +$1.3M +27,984 New
FFA
96
Farther Finance Advisors
California
$1.27M +$83.1K +1,788 +7%
SIAG
97
Safeguard Investment Advisory Group
California
$1.27M +$21.8K +469 +2%
TAM
98
TCP Asset Management
Ohio
$1.18M +$124K +2,659 +12%
SPI
99
Sutton Place Investors
New York
$1.18M +$811K +17,441 +217%
WWM
100
Wolff Wiese Magana
California
$1.16M +$92.1K +1,981 +9%