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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DB
76
Dravo Bay
Delaware
$11.8M +$1.27M +26,371 +12%
IWC
77
Integrated Wealth Concepts
Massachusetts
$11.7M -$6.35M -131,929 -35%
AF
78
Allworth Financial
California
$11.4M +$2.24M +46,466 +25%
JWM
79
Johnson Wealth Management
North Dakota
$11.1M +$11M +229,581 New
GCA
80
Gradient Capital Advisors
California
$10.7M +$880K +18,281 +9%
BPA
81
Beacon Pointe Advisors
California
$10.6M +$6.21M +128,963 +141%
Betterment LLC
82
Betterment LLC
New York
$10.3M +$96.6K +2,007 +0.9%
IAS
83
Integrity Advisory Solutions
Texas
$10.3M +$10.3M +213,467 New
M1FG
84
Mach-1 Financial Group
Arkansas
$10.3M +$10.3M +213,467 New
SPIA
85
Steward Partners Investment Advisory
New York
$10.3M +$1.18M +24,470 +13%
CWP
86
Concord Wealth Partners
Virginia
$10.3M +$122K +2,535 +1%
ACM
87
AlphaStar Capital Management
North Carolina
$10.2M +$10.1M +210,885 New
DWS
88
Discipline Wealth Solutions
South Carolina
$10.1M +$10.1M +210,579 New
CM
89
Cornerstone Management
Georgia
$10.1M +$2.98M +61,983 +42%
PCM
90
Passive Capital Management
Maryland
$9.87M +$728K +15,120 +8%
BHWM
91
Bay Harbor Wealth Management
Maryland
$9.75M +$1.08M +22,399 +12%
PWM
92
PBMares Wealth Management
Virginia
$9.67M +$3.34M +69,445 +53%
PWM
93
Parkshore Wealth Management
California
$9.45M +$1.97M +40,883 +26%
DI
94
Disciplined Investments
Oklahoma
$9.37M +$2.05M +42,618 +28%
EWA
95
EverSource Wealth Advisors
Alabama
$9.37M +$1.88M +39,105 +25%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$9.07M +$673K +13,984 +8%
VBA
97
von Borstel & Associates
Oregon
$8.99M +$1.06M +21,986 +13%
CAM
98
CPA Asset Management
Florida
$8.76M +$812K +16,875 +10%
CWR
99
Chico Wealth RIA
California
$8.6M +$8.59M +178,492 New
PCM
100
Peirce Capital Management
Texas
$8.58M +$627K +13,021 +8%