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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
101
CreativeOne Wealth
Kansas
$3.27M +$2.92M +61,432 +863%
EP
102
Essential Planning
New Hampshire
$3.2M +$430K +9,058 +16%
Osaic Holdings
103
Osaic Holdings
Arizona
$3.19M +$712K +15,011 +29%
AWM
104
Apollon Wealth Management
South Carolina
$3.09M +$12.5K +264 +0.4%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$3.07M +$365K +7,700 +14%
SAG
106
SageView Advisory Group
California
$2.94M +$2.92M +61,630 New
AWA
107
Acorn Wealth Advisors
Michigan
$2.94M -$116K -2,444 -4%
FFA
108
Farther Finance Advisors
California
$2.73M -$187K -3,948 -6%
BA
109
Bridge Advisory
California
$2.7M +$76.3K +1,607 +3%
BPA
110
Beacon Pointe Advisors
California
$2.69M +$179K +3,768 +7%
VWWMG
111
Vermillion & White Wealth Management Group
Pennsylvania
$2.64M +$20.7K +437 +0.8%
MCA
112
Maryland Capital Advisors
Maryland
$2.57M -$43.8K -922 -2%
MML Investors Services
113
MML Investors Services
Massachusetts
$2.5M +$290K +6,102 +13%
BCI
114
Brinker Capital Investments
Pennsylvania
$2.43M -$112K -2,365 -4%
OPS
115
Orion Portfolio Solutions
Nebraska
$2.43M -$112K -2,365 -4%
S4W
116
Solutions 4 Wealth
Texas
$2.36M +$2.34M +49,336 New
FWM
117
FMB Wealth Management
California
$2.31M -$58.8K -1,239 -2%
MWP
118
Meredith Wealth Planning
Illinois
$2.3M -$315K -6,642 -12%
CSB
119
City State Bank
Iowa
$2.27M +$1.01M +21,331 +81%
WAG
120
Wheelhouse Advisory Group
Missouri
$2.25M +$2.23M +47,075 New
DWA
121
Delap Wealth Advisory
Oregon
$2.24M -$611K -12,872 -22%
HKIMG
122
Hutchens & Kramer Investment Management Group
Indiana
$2.21M -$367K -7,723 -14%
SFS
123
Sowell Financial Services
Arkansas
$2.21M +$2.2M +46,313 New
KAS
124
Kestra Advisory Services
Texas
$2.14M +$642K +13,526 +43%
AWMNH
125
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.09M +$103K +2,171 +5%