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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
101
Shira Ridge Wealth Management
California
$8.57M +$481K +9,990 +6%
YWM
102
Yardley Wealth Management
Pennsylvania
$8.54M -$417K -8,664 -5%
CCM
103
Cambridge Capital Management
Illinois
$8.3M +$573K +11,909 +7%
CSB
104
City State Bank
Iowa
$8.25M +$1.48M +30,851 +22%
FWP
105
Family Wealth Partners
North Carolina
$8.25M +$431K +8,962 +6%
Renaissance Technologies
106
Renaissance Technologies
New York
$7.98M -$2.24M -46,480 -22%
Citadel Advisors
107
Citadel Advisors
Florida
$7.97M -$8.52M -177,082 -52%
AIA
108
AssuredPartners Investment Advisors
Florida
$7.92M +$536K +11,140 +7%
FF
109
Friday Financial
Iowa
$7.87M +$819K +17,019 +12%
CPIG
110
Chicago Partners Investment Group
Illinois
$7.84M +$283K +5,872 +4%
PFA
111
Pure Financial Advisors
California
$7.59M +$95.6K +1,986 +1%
HIG
112
Heritage Investment Group
Florida
$7.57M +$644K +13,382 +9%
RFP
113
RCS Financial Planning
Maryland
$7.52M -$333K -6,922 -4%
BC
114
Burney Company
Virginia
$7.03M -$174K -3,617 -2%
EP
115
Essential Planning
New Hampshire
$6.91M +$1.61M +33,511 +30%
CIAS
116
CFS Investment Advisory Services
New Jersey
$6.84M +$67.2K +1,396 +1%
TIAM2
117
Tru Independence Asset Management 2
Oregon
$6.72M +$233K +4,838 +4%
VPF
118
Vantage Point Financial
Illinois
$6.71M +$225K +4,678 +3%
Truist Financial
119
Truist Financial
North Carolina
$6.59M -$24.4K -506 -0.4%
VWWMG
120
Vermillion & White Wealth Management Group
Pennsylvania
$6.58M +$433K +8,988 +7%
PF
121
Parker Financial
Washington
$6.57M +$204K +4,245 +3%
NDWM
122
New Dimensions Wealth Management
Texas
$6.07M +$104K +2,170 +2%
MMA
123
Miracle Mile Advisors
California
$5.97M +$5.97M +123,947 New
SIMC
124
Squire Investment Management Company
Utah
$5.89M +$811K +16,860 +16%
BCA
125
Bay Colony Advisors
Massachusetts
$5.8M +$1.13M +23,454 +24%