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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
101
Passive Capital Management
Maryland
$12.6M +$1.43M +29,709 +13%
WRPWM
102
Werba Rubin Papier Wealth Management
California
$12.4M +$1.84M +38,211 +17%
MWA
103
Mills Wealth Advisors
Texas
$12.3M +$7.18M +149,309 +139%
DI
104
Disciplined Investments
Oklahoma
$12.1M +$1.78M +37,094 +17%
SPIA
105
Steward Partners Investment Advisory
New York
$11.9M +$1.22M +25,264 +11%
Truist Financial
106
Truist Financial
North Carolina
$11.9M +$426K +8,857 +4%
BHWM
107
Bay Harbor Wealth Management
Maryland
$11.7M +$1.72M +35,774 +17%
CWP
108
Concord Wealth Partners
Virginia
$11.5M +$384K +7,979 +3%
SCP
109
Stevens Capital Partners
Nebraska
$11.5M +$11.6M +240,385 New
GCA
110
Gradient Capital Advisors
California
$11.2M +$444K +9,237 +4%
SWM
111
Selective Wealth Management
Virginia
$11.1M +$3.27M +68,063 +41%
VBA
112
von Borstel & Associates
Oregon
$11.1M +$1.59M +33,151 +17%
Betterment LLC
113
Betterment LLC
New York
$11M +$569K +11,824 +5%
WAG
114
Wilkerson Advisory Group
Missouri
$10.8M +$10.8M +225,268 New
FF
115
Friday Financial
Iowa
$10.5M +$957K +19,893 +10%
W
116
WorthPointe
California
$10.4M +$2.38M +49,456 +29%
KIM
117
Kestra Investment Management
Texas
$10.1M +$3.37M +69,999 +50%
YWM
118
Yardley Wealth Management
Pennsylvania
$9.98M +$661K +13,743 +7%
FWP
119
Family Wealth Partners
North Carolina
$9.98M +$1.27M +26,438 +15%
PCM
120
Peirce Capital Management
Texas
$9.42M +$454K +9,444 +5%
AFA
121
AA Financial Advisors
Ohio
$9.12M +$9.16M +190,453 New
CCM
122
Cambridge Capital Management
Illinois
$9.07M +$99.1K +2,059 +1%
HWM
123
HBE Wealth Management
Nebraska
$8.84M +$25.7K +535 +0.3%
HIG
124
Heritage Investment Group
Florida
$8.68M +$250K +5,198 +3%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$8.63M +$621K +12,916 +8%