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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
76
Studio Investment Management
Illinois
$14.7M +$1.72M +35,616 +13%
KWA
77
Kondo Wealth Advisors
California
$14.3M +$917K +19,037 +7%
LWM
78
Liberty Wealth Management
California
$14.1M +$14.2M +294,976 New
C1AG
79
Client 1st Advisory Group
Florida
$14.1M +$155K +3,217 +1%
PCA
80
Prosperity Capital Advisors
Ohio
$13.6M -$1.9M -39,347 -12%
CAM
81
CPA Asset Management
Florida
$13.6M +$4.88M +101,300 +56%
OA
82
Oceanside Advisors
South Carolina
$13.3M +$82.9K +1,720 +0.6%
WA
83
Waverly Advisors
Alabama
$13.3M -$114K -2,359 -0.8%
DB
84
Dravo Bay
Delaware
$13.2M +$1.43M +29,713 +12%
SWA
85
Sax Wealth Advisors
New Jersey
$13.2M -$3.7M -76,807 -22%
IWC
86
Integrated Wealth Concepts
Massachusetts
$12.8M +$1.17M +24,251 +10%
SIM
87
Stratos Investment Management
Ohio
$12.8M +$477K +9,897 +4%
JWM
88
Johnson Wealth Management
North Dakota
$12.5M +$1.49M +30,957 +13%
AF
89
Allworth Financial
California
$12.5M +$1.15M +23,957 +10%
CM
90
Cornerstone Management
Georgia
$12.1M +$1.99M +41,222 +20%
TM
91
Torren Management
California
$12M +$12.1M +250,470 New
SRWM
92
Shira Ridge Wealth Management
California
$11.7M +$3.23M +66,924 +38%
Truist Financial
93
Truist Financial
North Carolina
$11.5M +$4.99M +103,612 +76%
PWP
94
Parkwoods Wealth Partners
New York
$11.4M +$6.81M +141,406 +146%
IAS
95
Integrity Advisory Solutions
Texas
$11.3M +$1.03M +21,374 +10%
CWP
96
Concord Wealth Partners
Virginia
$11.2M +$950K +19,720 +9%
PCM
97
Passive Capital Management
Maryland
$11.1M +$1.34M +27,716 +14%
Raymond James Financial
98
Raymond James Financial
Florida
$11.1M +$8.2M +170,193 +275%
PWM
99
Parkshore Wealth Management
California
$11.1M +$1.68M +34,828 +18%
GCA
100
Gradient Capital Advisors
California
$10.8M +$96.7K +2,006 +0.9%