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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
$3.37M +$219K +4,654 +7%
Truist Financial
77
Truist Financial
North Carolina
$3.33M +$647K +13,770 +24%
SPIA
78
Steward Partners Investment Advisory
New York
$3.32M +$1.66M +35,324 +100%
HNWA
79
Henrickson Nauta Wealth Advisors
Michigan
$3.25M +$167K +3,563 +5%
OMC
80
Old Mission Capital
Illinois
$3.14M +$3.14M +66,791 New
AWA
81
Acorn Wealth Advisors
Michigan
$3.13M +$407K +8,668 +15%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$2.97M -$795K -16,906 -21%
PAG
83
Private Advisor Group
New Jersey
$2.88M +$619K +13,177 +27%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$2.79M +$322K +6,846 +13%
SAG
85
SageView Advisory Group
California
$2.76M +$2.76M +58,735 New
AWM
86
Apollon Wealth Management
South Carolina
$2.75M +$610K +12,977 +29%
HWM
87
Hemington Wealth Management
Virginia
$2.71M +$2.71M +57,577 New
NWM
88
Northwest Wealth Management
Iowa
$2.61M +$2.1M +44,712 +416%
LAM
89
LifePro Asset Management
California
$2.59M +$2.58M +54,996 New
VWWMG
90
Vermillion & White Wealth Management Group
Pennsylvania
$2.58M +$71.4K +1,519 +3%
MCA
91
Maryland Capital Advisors
Maryland
$2.58M -$94 -2 -0%
IWC
92
Integrated Wealth Concepts
Massachusetts
$2.51M +$438K +9,316 +21%
EP
93
Essential Planning
New Hampshire
$2.5M – – –
BPA
94
Beacon Pointe Advisors
California
$2.46M +$67K +1,426 +3%
HKIMG
95
Hutchens & Kramer Investment Management Group
Indiana
$2.41M -$37.8K -805 -2%
PHWM
96
Pine Harbor Wealth Management
Maryland
$2.37M +$992K +21,113 +72%
PCI
97
Planning Center Inc
Illinois
$2.29M – – –
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$2.23M -$1.5K -32 -0.1%
SRWM
99
Shira Ridge Wealth Management
California
$2.19M -$133K -2,833 -6%
MML Investors Services
100
MML Investors Services
Massachusetts
$2.08M +$1.54M +32,816 +285%