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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$5.99M +$6.04M +127,699 New
BC
102
Burney Company
Virginia
$5.9M -$1.15M -24,344 -16%
Truist Financial
103
Truist Financial
North Carolina
$5.83M +$457K +9,658 +8%
VBA
104
von Borstel & Associates
Oregon
$5.81M +$2.05M +43,404 +54%
VPF
105
Vantage Point Financial
Illinois
$5.5M +$5.55M +117,324 New
FF
106
Friday Financial
Iowa
$5.36M +$5.41M +114,258 New
PCM
107
Passive Capital Management
Maryland
$5.32M +$1.43M +30,184 +36%
WAG
108
Wheelhouse Advisory Group
Missouri
$5.27M +$3.09M +65,243 +139%
CSB
109
City State Bank
Iowa
$5.16M +$2.95M +62,348 +131%
PF
110
Parker Financial
Washington
$5.1M +$1.24M +26,259 +31%
LWM
111
Lakeridge Wealth Management
Ohio
$4.97M +$1.77M +37,321 +54%
CM
112
Cornerstone Management
Georgia
$4.95M +$4.99M +105,507 New
DI
113
Disciplined Investments
Oklahoma
$4.93M +$596K +12,591 +14%
BWG
114
Beta Wealth Group
California
$4.67M +$387K +8,186 +9%
FFA
115
Farther Finance Advisors
California
$4.67M +$2M +42,275 +74%
SIMC
116
Squire Investment Management Company
Utah
$4.52M +$1.01M +21,441 +29%
DWM
117
Diversify Wealth Management
Utah
$4.16M -$109K -2,314 -3%
BMWS
118
Brady Martz Wealth Solutions
North Dakota
$4.13M +$4.18M +88,288 New
BWA
119
Babb Wealth Advisors
Arizona
$4M +$4.04M +85,430 New
CW
120
CreativeOne Wealth
Kansas
$3.97M +$765K +16,162 +24%
PAG
121
Private Advisor Group
New Jersey
$3.93M +$73.1K +1,546 +2%
GLLW
122
Graves Light Lenhart Wealth
Virginia
$3.92M +$178K +3,756 +5%
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$3.71M -$58.1K -1,229 -2%
PWM
124
Parkshore Wealth Management
California
$3.62M +$3.65M +77,217 New
SFP
125
SwitchPoint Financial Planning
Utah
$3.6M +$3.63M +76,825 New