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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
101
Meredith Wealth Planning
Illinois
$2.58M +$647K +13,787 +34%
BA
102
Bridge Advisory
California
$2.58M +$928K +19,766 +56%
VWWMG
103
Vermillion & White Wealth Management Group
Pennsylvania
$2.58M +$2.02K +43 +0.1%
MCA
104
Maryland Capital Advisors
Maryland
$2.57M
PF
105
Parker Financial
Washington
$2.56M +$871K +18,564 +51%
HKIMG
106
Hutchens & Kramer Investment Management Group
Indiana
$2.54M +$126K +2,692 +5%
ME
107
McIlrath & Eck
Washington
$2.51M +$2.51M +53,399 New
BCI
108
Brinker Capital Investments
Pennsylvania
$2.5M +$575K +12,252 +30%
OPS
109
Orion Portfolio Solutions
Nebraska
$2.5M +$575K +12,252 +30%
BPA
110
Beacon Pointe Advisors
California
$2.47M +$12.2K +259 +0.5%
Osaic Holdings
111
Osaic Holdings
Arizona
$2.43M +$1.93M +41,121 +385%
DI
112
Disciplined Investments
Oklahoma
$2.37M +$635K +13,533 +37%
FWM
113
FMB Wealth Management
California
$2.33M +$373K +7,947 +19%
SRWM
114
Shira Ridge Wealth Management
California
$2.29M +$104K +2,218 +5%
JP Morgan Chase
115
JP Morgan Chase
New York
$2.25M +$1.26M +26,948 +129%
MML Investors Services
116
MML Investors Services
Massachusetts
$2.17M +$88.4K +1,883 +4%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$2.15M +$2.12M +45,115 +7,819%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$1.96M -$1.01M -21,521 -34%
AWMNH
119
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.96M -$141 -3 -0%
DPI
120
Diversified Portfolios Inc
Michigan
$1.83M +$1.83M +38,932 New
SPI
121
Sutton Place Investors
New York
$1.8M -$31.3K -667 -2%
PA
122
PFG Advisors
Arizona
$1.65M -$295K -6,275 -15%
SPA
123
Shore Point Advisors
New Jersey
$1.57M +$212K +4,508 +16%
FG
124
Foster Group
Iowa
$1.54M -$4.93K -105 -0.3%
AC
125
Applied Capital
Arkansas
$1.53M -$62K -1,321 -4%