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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMWS
76
Brady Martz Wealth Solutions
North Dakota
$16.3M +$879K +18,263 +6%
LPL Financial
77
LPL Financial
California
$16.2M -$813K -16,906 -5%
ODA
78
One Degree Advisors
California
$16.1M +$751K +15,606 +5%
Osaic Holdings
79
Osaic Holdings
Arizona
$15.9M -$1.52M -31,540 -9%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$15.6M -$2M -41,507 -11%
SIM
81
Studio Investment Management
Illinois
$15.3M +$673K +13,984 +5%
FF
82
Foundry Financial
California
$14.9M +$5.92M +123,055 +66%
KWA
83
Kondo Wealth Advisors
California
$14.8M +$613K +12,740 +4%
LWM
84
Liberty Wealth Management
California
$14.8M +$707K +14,688 +5%
IAS
85
Integrity Advisory Solutions
Texas
$14.7M +$3.46M +71,920 +31%
DB
86
Dravo Bay
Delaware
$14.5M +$1.36M +28,171 +10%
OA
87
Oceanside Advisors
South Carolina
$14.4M +$1.08M +22,523 +8%
PCA
88
Prosperity Capital Advisors
Ohio
$14.2M +$618K +12,841 +5%
C1AG
89
Client 1st Advisory Group
Florida
$14.2M +$86.6K +1,799 +0.6%
PWM
90
Parkshore Wealth Management
California
$13.6M +$2.6M +54,092 +23%
IWC
91
Integrated Wealth Concepts
Massachusetts
$13.6M +$804K +16,709 +6%
SRWM
92
Shira Ridge Wealth Management
California
$13.6M +$1.85M +38,556 +16%
Raymond James Financial
93
Raymond James Financial
Florida
$13.4M +$2.26M +46,898 +20%
SWA
94
Sax Wealth Advisors
New Jersey
$13.2M – – –
TM
95
Torren Management
California
$13.2M +$1.16M +24,182 +10%
WA
96
Waverly Advisors
Alabama
$13.1M -$228K -4,739 -2%
JWM
97
Johnson Wealth Management
North Dakota
$12.9M +$459K +9,542 +4%
SIM
98
Stratos Investment Management
Ohio
$12.8M +$33.3K +692 +0.3%
DWS
99
Discipline Wealth Solutions
South Carolina
$12.7M +$2.03M +42,255 +19%
EP
100
Essential Planning
New Hampshire
$12.6M +$2.81M +58,361 +28%