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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIMC
101
Squire Investment Management Company
Utah
$2.61M +$1.04M +22,169 +66%
MWP
102
Meredith Wealth Planning
Illinois
$2.58M +$647K +13,787 +34%
BA
103
Bridge Advisory
California
$2.58M +$928K +19,766 +56%
VWWMG
104
Vermillion & White Wealth Management Group
Pennsylvania
$2.58M +$2.02K +43 +0.1%
MCA
105
Maryland Capital Advisors
Maryland
$2.57M – – –
PF
106
Parker Financial
Washington
$2.56M +$871K +18,564 +51%
HKIMG
107
Hutchens & Kramer Investment Management Group
Indiana
$2.54M +$126K +2,692 +5%
ME
108
McIlrath & Eck
Washington
$2.51M +$2.51M +53,399 New
BCI
109
Brinker Capital Investments
Pennsylvania
$2.5M +$575K +12,252 +30%
OPS
110
Orion Portfolio Solutions
Nebraska
$2.5M +$575K +12,252 +30%
BPA
111
Beacon Pointe Advisors
California
$2.47M +$12.2K +259 +0.5%
Osaic Holdings
112
Osaic Holdings
Arizona
$2.43M +$1.93M +41,121 +385%
DI
113
Disciplined Investments
Oklahoma
$2.37M +$635K +13,533 +37%
FWM
114
FMB Wealth Management
California
$2.33M +$373K +7,947 +19%
SRWM
115
Shira Ridge Wealth Management
California
$2.29M +$104K +2,218 +5%
JP Morgan Chase
116
JP Morgan Chase
New York
$2.25M +$1.26M +26,948 +129%
MML Investors Services
117
MML Investors Services
Massachusetts
$2.17M +$88.4K +1,883 +4%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$2.15M +$2.12M +45,115 +7,819%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$1.96M -$1.01M -21,521 -34%
AWMNH
120
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.96M -$141 -3 -0%
DPI
121
Diversified Portfolios Inc
Michigan
$1.83M +$1.83M +38,932 New
SPI
122
Sutton Place Investors
New York
$1.8M -$31.3K -667 -2%
PA
123
PFG Advisors
Arizona
$1.65M -$295K -6,275 -15%
SPA
124
Shore Point Advisors
New Jersey
$1.57M +$212K +4,508 +16%
FG
125
Foster Group
Iowa
$1.54M -$4.93K -105 -0.3%