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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIG
76
Heritage Investment Group
Florida
$6.27M +$413K +8,697 +7%
KA
77
Kooman & Associates
Pennsylvania
$6.06M -$70K -1,476 -1%
CPIG
78
Chicago Partners Investment Group
Illinois
$6.04M +$206K +4,351 +4%
AF
79
Allworth Financial
California
$5.89M -$578K -12,178 -9%
WWWM
80
White Wing Wealth Management
Texas
$5.86M +$48.5K +1,023 +0.8%
FWP
81
Family Wealth Partners
North Carolina
$5.6M -$54.6K -1,151 -1%
SRWM
82
Shira Ridge Wealth Management
California
$5.55M +$3.2M +67,525 +139%
AC
83
AWM Capital
Arizona
$5.49M -$332K -6,988 -6%
Truist Financial
84
Truist Financial
North Carolina
$5.47M +$1.28M +27,020 +31%
PHWM
85
Pine Harbor Wealth Management
Maryland
$5.38M +$2.44M +51,337 +84%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$5M +$821K +17,307 +20%
DI
87
Disciplined Investments
Oklahoma
$4.42M +$2.01M +42,251 +84%
BWG
88
Beta Wealth Group
California
$4.36M -$127K -2,686 -3%
DWM
89
Diversify Wealth Management
Utah
$4.32M -$512K -10,782 -11%
PF
90
Parker Financial
Washington
$4M +$1.38M +29,015 +53%
PCM
91
Passive Capital Management
Maryland
$3.98M +$1,000K +21,071 +34%
PAG
92
Private Advisor Group
New Jersey
$3.93M +$974K +20,522 +33%
PWMG
93
Pioneer Wealth Management Group
Texas
$3.87M -$1.18M -24,945 -24%
VBA
94
von Borstel & Associates
Oregon
$3.85M +$3.82M +80,593 New
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$3.84M +$43.4K +915 +1%
LAM
96
LifePro Asset Management
California
$3.83M +$692K +14,573 +22%
GLLW
97
Graves Light Lenhart Wealth
Virginia
$3.82M -$1.57M -33,014 -29%
SIMC
98
Squire Investment Management Company
Utah
$3.58M +$920K +19,380 +35%
HNWA
99
Henrickson Nauta Wealth Advisors
Michigan
$3.4M -$37.4K -788 -1%
LWM
100
Lakeridge Wealth Management
Ohio
$3.28M -$105K -2,220 -3%