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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Peirce Capital Management
Texas
$8.71M +$326K +6,882 +4%
RFP
77
RCS Financial Planning
Maryland
$8.54M -$3.75M -79,259 -30%
SRWM
78
Shira Ridge Wealth Management
California
$8.47M +$3.05M +64,454 +55%
FWS
79
FinDec Wealth Services
California
$8.11M -$605K -12,794 -7%
TIAM2
80
Tru Independence Asset Management 2
Oregon
$8.06M -$2.14M -45,200 -21%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$7.98M +$6.83M +144,327 +557%
BHWM
82
Bay Harbor Wealth Management
Maryland
$7.97M +$941K +19,892 +13%
SPIA
83
Steward Partners Investment Advisory
New York
$7.96M +$1.52M +32,138 +23%
SIM
84
Studio Investment Management
Illinois
$7.9M +$7.97M +168,454 New
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$7.81M +$311K +6,564 +4%
CIAS
86
CFS Investment Advisory Services
New Jersey
$7.44M +$117K +2,482 +2%
CAM
87
CPA Asset Management
Florida
$7.25M +$1.08M +22,858 +17%
CWP
88
Concord Wealth Partners
Virginia
$7.21M -$94.2K -1,992 -1%
SWM
89
Sterling Wealth Management
Illinois
$7.12M +$956K +20,209 +15%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$6.93M +$2.03M +42,934 +41%
Corient Private Wealth
91
Corient Private Wealth
Florida
$6.89M +$107K +2,253 +2%
TIM
92
Tortoise Investment Management
New York
$6.8M -$2.23M -47,167 -25%
PFA
93
Pure Financial Advisors
California
$6.77M -$14K -295 -0.2%
AC
94
AWM Capital
Arizona
$6.76M +$1.38M +29,209 +25%
FWP
95
Family Wealth Partners
North Carolina
$6.63M +$1.14M +24,179 +21%
HIG
96
Heritage Investment Group
Florida
$6.61M +$461K +9,739 +7%
CPIG
97
Chicago Partners Investment Group
Illinois
$6.36M +$375K +7,931 +6%
AIA
98
AssuredPartners Investment Advisors
Florida
$6.31M +$6.37M +134,557 New
WWWM
99
White Wing Wealth Management
Texas
$6.28M +$523K +11,048 +9%
KA
100
Kooman & Associates
Pennsylvania
$6.12M +$170K +3,603 +3%