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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFC
101
Morris Financial Concepts
South Carolina
$1.09M +$66.4K +1,428 +6%
MWP
102
Meredith Wealth Planning
Illinois
$1.09M +$228K +4,905 +27%
IFA
103
Index Fund Advisors
California
$1.01M -$12.6K -270 -1%
QHA
104
Quarry Hill Advisors
Minnesota
$985K +$295K +6,346 +43%
Osaic Holdings
105
Osaic Holdings
Arizona
$979K +$340K +7,308 +53%
FWM
106
FMB Wealth Management
California
$948K +$118K +2,544 +14%
HighTower Advisors
107
HighTower Advisors
Illinois
$905K +$5.49K +118 +0.6%
CC
108
Copperleaf Capital
North Carolina
$862K +$175K +3,775 +25%
FWP
109
Firethorn Wealth Partners
Georgia
$815K +$77.8K +1,673 +11%
AAM
110
Austin Asset Management
Texas
$770K
PF
111
Parker Financial
Washington
$744K +$746K +16,051 New
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$735K +$737K +15,848 New
NA
113
NewEdge Advisors
Louisiana
$709K +$202K +4,340 +40%
TC
114
TownSquare Capital
Utah
$692K +$694K +14,930 New
AWS
115
Atria Wealth Solutions
New York
$674K -$16.5K -355 -2%
JP Morgan Chase
116
JP Morgan Chase
New York
$612K +$614K +13,203 New
Citadel Advisors
117
Citadel Advisors
Florida
$603K +$605K +13,006 New
UWM
118
USAdvisors Wealth Management
Minnesota
$573K +$161K +3,468 +39%
PWM
119
PBMares Wealth Management
Virginia
$549K +$28.1K +605 +5%
CFO
120
Collective Family Office
Pennsylvania
$531K +$60K +1,290 +13%
PCM
121
Passive Capital Management
Maryland
$530K +$24.4K +525 +5%
Corient Private Wealth
122
Corient Private Wealth
Florida
$529K -$2.86M -61,597 -84%
DWM
123
Drive Wealth Management
Utah
$525K
MWM
124
Modera Wealth Management
New Jersey
$525K -$150K -3,225 -22%
BWM
125
Blossom Wealth Management
California
$521K +$41.3K +889 +9%