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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$3.33M +$647K +13,770 +24%
SPIA
77
Steward Partners Investment Advisory
New York
$3.32M +$1.66M +35,324 +100%
HNWA
78
Henrickson Nauta Wealth Advisors
Michigan
$3.25M +$167K +3,563 +5%
OMC
79
Old Mission Capital
Illinois
$3.14M +$3.14M +66,791 New
AWA
80
Acorn Wealth Advisors
Michigan
$3.13M +$407K +8,668 +15%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$2.97M -$795K -16,906 -21%
PAG
82
Private Advisor Group
New Jersey
$2.88M +$619K +13,177 +27%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$2.79M +$322K +6,846 +13%
SAG
84
SageView Advisory Group
California
$2.76M +$2.76M +58,735 New
AWM
85
Apollon Wealth Management
South Carolina
$2.75M +$610K +12,977 +29%
HWM
86
Hemington Wealth Management
Virginia
$2.71M +$2.71M +57,577 New
NWM
87
Northwest Wealth Management
Iowa
$2.61M +$2.1M +44,712 +416%
LAM
88
LifePro Asset Management
California
$2.59M +$2.58M +54,996 New
VWWMG
89
Vermillion & White Wealth Management Group
Pennsylvania
$2.58M +$71.4K +1,519 +3%
MCA
90
Maryland Capital Advisors
Maryland
$2.58M -$94 -2 -0%
IWC
91
Integrated Wealth Concepts
Massachusetts
$2.51M +$438K +9,316 +21%
EP
92
Essential Planning
New Hampshire
$2.5M
BPA
93
Beacon Pointe Advisors
California
$2.46M +$67K +1,426 +3%
HKIMG
94
Hutchens & Kramer Investment Management Group
Indiana
$2.41M -$37.8K -805 -2%
PHWM
95
Pine Harbor Wealth Management
Maryland
$2.37M +$992K +21,113 +72%
PCI
96
Planning Center Inc
Illinois
$2.29M
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$2.23M -$1.5K -32 -0.1%
SRWM
98
Shira Ridge Wealth Management
California
$2.19M -$133K -2,833 -6%
MML Investors Services
99
MML Investors Services
Massachusetts
$2.08M +$1.54M +32,816 +285%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$2.02M +$258K +5,481 +15%