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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
76
Lakeridge Wealth Management
Ohio
$3.15M +$3.12M +66,934 New
HNWA
77
Henrickson Nauta Wealth Advisors
Michigan
$3.1M +$523K +11,231 +21%
FWP
78
Family Wealth Partners
North Carolina
$2.94M +$2.92M +62,621 New
BCI
79
Brinker Capital Investments
Pennsylvania
$2.87M -$1.03M -22,014 -26%
OPS
80
Orion Portfolio Solutions
Nebraska
$2.87M -$1.03M -22,014 -26%
AWA
81
Acorn Wealth Advisors
Michigan
$2.72M +$265K +5,698 +11%
SAG
82
SageView Advisory Group
California
$2.72M -$2.69M -57,786 Closed
Truist Financial
83
Truist Financial
North Carolina
$2.68M -$984K -21,130 -27%
MCA
84
Maryland Capital Advisors
Maryland
$2.58M -$313K -6,727 -11%
VWWMG
85
Vermillion & White Wealth Management Group
Pennsylvania
$2.5M +$2.48M +53,272 New
EP
86
Essential Planning
New Hampshire
$2.5M +$496K +10,650 +25%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$2.46M +$666K +14,304 +38%
HKIMG
88
Hutchens & Kramer Investment Management Group
Indiana
$2.45M +$402K +8,638 +20%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$2.43M +$1.67M +35,750 +226%
BPA
90
Beacon Pointe Advisors
California
$2.39M +$734K +15,768 +45%
SRWM
91
Shira Ridge Wealth Management
California
$2.32M -$130K -2,789 -5%
PCI
92
Planning Center Inc
Illinois
$2.29M
PAG
93
Private Advisor Group
New Jersey
$2.25M +$539K +11,567 +32%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$2.23M +$24.4K +524 +1%
AWM
95
Apollon Wealth Management
South Carolina
$2.14M +$163K +3,500 +8%
WP
96
WealthSource Partners
California
$2.1M +$232K +4,981 +13%
IWC
97
Integrated Wealth Concepts
Massachusetts
$2.07M +$5.36K +115 +0.3%
Osaic Holdings
98
Osaic Holdings
Arizona
$2.07M +$1.06M +22,849 +108%
PA
99
PFG Advisors
Arizona
$1.95M +$267K +5,736 +16%
BA
100
Bridge Advisory
California
$1.9M -$594K -12,751 -24%