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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
76
Wheelhouse Advisory Group
Missouri
$9.71M +$4.34M +91,988 +82%
PHWM
77
Pine Harbor Wealth Management
Maryland
$9.36M +$232K +4,914 +3%
YWM
78
Yardley Wealth Management
Pennsylvania
$8.8M -$980K -20,748 -10%
RFP
79
RCS Financial Planning
Maryland
$8.78M +$126K +2,659 +1%
SRWM
80
Shira Ridge Wealth Management
California
$8.39M -$194K -4,112 -2%
BHWM
81
Bay Harbor Wealth Management
Maryland
$8.23M +$144K +3,059 +2%
PCM
82
Peirce Capital Management
Texas
$8.21M -$617K -13,067 -7%
PCM
83
Passive Capital Management
Maryland
$8.1M +$2.69M +56,907 +50%
SPIA
84
Steward Partners Investment Advisory
New York
$8.03M -$39.7K -840 -0.5%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$7.92M +$7.98K +169 +0.1%
CWP
86
Concord Wealth Partners
Virginia
$7.83M +$522K +11,046 +7%
VBA
87
von Borstel & Associates
Oregon
$7.67M +$1.77M +37,397 +30%
CAM
88
CPA Asset Management
Florida
$7.54M +$197K +4,169 +3%
BMWS
89
Brady Martz Wealth Solutions
North Dakota
$7.42M +$3.2M +67,782 +77%
FWP
90
Family Wealth Partners
North Carolina
$7.27M +$546K +11,562 +8%
TIAM2
91
Tru Independence Asset Management 2
Oregon
$7.14M -$1.02M -21,585 -13%
CPIG
92
Chicago Partners Investment Group
Illinois
$7.08M +$614K +13,014 +10%
Corient Private Wealth
93
Corient Private Wealth
Florida
$7.03M +$39.1K +829 +0.6%
PFA
94
Pure Financial Advisors
California
$6.9M +$39.3K +832 +0.6%
AIA
95
AssuredPartners Investment Advisors
Florida
$6.88M +$484K +10,253 +8%
TIM
96
Tortoise Investment Management
New York
$6.87M -$17.8K -378 -0.3%
AC
97
AWM Capital
Arizona
$6.85M -$6.94K -147 -0.1%
CSB
98
City State Bank
Iowa
$6.83M +$1.59M +33,677 +31%
CIAS
99
CFS Investment Advisory Services
New Jersey
$6.72M -$813K -17,219 -11%
HIG
100
Heritage Investment Group
Florida
$6.71M +$1.98K +42 +0%