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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
76
Pioneer Wealth Management Group
Texas
$4.98M -$134K -2,862 -3%
DWM
77
Diversify Wealth Management
Utah
$4.84M +$4.79M +102,106 New
IA
78
IFP Advisors
Florida
$4.62M +$477K +10,172 +12%
SPIA
79
Steward Partners Investment Advisory
New York
$4.47M +$1.15M +24,453 +35%
BWG
80
Beta Wealth Group
California
$4.42M +$433K +9,230 +11%
Truist Financial
81
Truist Financial
North Carolina
$4.12M +$790K +16,836 +24%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$4.11M +$1.33M +28,304 +48%
NWM
83
Northwest Wealth Management
Iowa
$3.97M +$1.36M +29,056 +52%
PCA
84
Prosperity Capital Advisors
Ohio
$3.85M +$3.85M +82,010 New
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$3.74M +$1.51M +32,105 +68%
HNWA
86
Henrickson Nauta Wealth Advisors
Michigan
$3.38M +$121K +2,582 +4%
LWM
87
Lakeridge Wealth Management
Ohio
$3.33M -$35.1K -747 -1%
LAM
88
LifePro Asset Management
California
$3.08M +$498K +10,606 +19%
AWM
89
Apollon Wealth Management
South Carolina
$3.03M +$278K +5,929 +10%
AWA
90
Acorn Wealth Advisors
Michigan
$3.01M -$119K -2,530 -4%
PCM
91
Passive Capital Management
Maryland
$2.92M +$1.36M +29,025 +88%
PAG
92
Private Advisor Group
New Jersey
$2.91M +$33.8K +720 +1%
PHWM
93
Pine Harbor Wealth Management
Maryland
$2.88M +$515K +10,978 +22%
FFA
94
Farther Finance Advisors
California
$2.88M +$879K +18,737 +44%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$2.87M +$2.87M +61,150 New
DWA
96
Delap Wealth Advisory
Oregon
$2.81M +$1.57M +33,528 +128%
SAG
97
SageView Advisory Group
California
$2.77M -$2.76M -58,735 Closed
EP
98
Essential Planning
New Hampshire
$2.72M +$223K +4,760 +9%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$2.66M +$635K +13,537 +31%
SIMC
100
Squire Investment Management Company
Utah
$2.61M +$1.04M +22,169 +66%