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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
101
Shore Point Advisors
New Jersey
$1.14M +$38.1K +819 +3%
MFC
102
Morris Financial Concepts
South Carolina
$1.09M +$66.4K +1,428 +6%
MWP
103
Meredith Wealth Planning
Illinois
$1.09M +$228K +4,905 +27%
IFA
104
Index Fund Advisors
California
$1.01M -$12.6K -270 -1%
QHA
105
Quarry Hill Advisors
Minnesota
$985K +$295K +6,346 +43%
Osaic Holdings
106
Osaic Holdings
Arizona
$979K +$340K +7,308 +53%
FWM
107
FMB Wealth Management
California
$948K +$118K +2,544 +14%
HighTower Advisors
108
HighTower Advisors
Illinois
$905K +$5.49K +118 +0.6%
CC
109
Copperleaf Capital
North Carolina
$862K +$175K +3,775 +25%
FWP
110
Firethorn Wealth Partners
Georgia
$815K +$77.8K +1,673 +11%
AAM
111
Austin Asset Management
Texas
$770K – – –
PF
112
Parker Financial
Washington
$744K +$746K +16,051 New
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$735K +$737K +15,848 New
NA
114
NewEdge Advisors
Louisiana
$709K +$202K +4,340 +40%
TC
115
TownSquare Capital
Utah
$692K +$694K +14,930 New
AWS
116
Atria Wealth Solutions
New York
$674K -$16.5K -355 -2%
JP Morgan Chase
117
JP Morgan Chase
New York
$612K +$614K +13,203 New
Citadel Advisors
118
Citadel Advisors
Florida
$603K +$605K +13,006 New
UWM
119
USAdvisors Wealth Management
Minnesota
$573K +$161K +3,468 +39%
PWM
120
PBMares Wealth Management
Virginia
$549K +$28.1K +605 +5%
CFO
121
Collective Family Office
Pennsylvania
$531K +$60K +1,290 +13%
PCM
122
Passive Capital Management
Maryland
$530K +$24.4K +525 +5%
Corient Private Wealth
123
Corient Private Wealth
Florida
$529K -$2.86M -61,597 -84%
DWM
124
Drive Wealth Management
Utah
$525K – – –
MWM
125
Modera Wealth Management
New Jersey
$525K -$150K -3,225 -22%