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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
126
AA Financial Advisors
Ohio
$9.37M +$276K +5,754 +3%
HWM
127
HBE Wealth Management
Nebraska
$9.23M +$411K +8,577 +5%
PCM
128
Peirce Capital Management
Texas
$9.19M -$207K -4,317 -2%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$8.97M +$666K +13,904 +8%
PFS
130
Professional Financial Solutions
Virginia
$8.76M +$557K +11,627 +7%
HI
131
Harbour Investments
Wisconsin
$8.7M +$612K +12,785 +8%
MWP
132
Meredith Wealth Planning
Illinois
$8.62M +$966K +20,169 +13%
BAM
133
Belleair Asset Management
Florida
$8.59M +$386K +8,070 +5%
FWM
134
FMB Wealth Management
California
$8.51M +$903K +18,866 +12%
AIA
135
AssuredPartners Investment Advisors
Florida
$8.49M +$179K +3,748 +2%
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$8.41M -$199K -4,160 -2%
DAS
137
Dynamic Advisor Solutions
Arizona
$8.32M +$34.8K +726 +0.4%
TCM
138
Triumph Capital Management
Colorado
$8.25M +$417K +8,699 +5%
AWMNY
139
Arcadia Wealth Management (New York)
New York
$8.15M +$401K +8,376 +5%
PFA
140
Pure Financial Advisors
California
$8.06M -$99.8K -2,085 -1%
VPF
141
Vantage Point Financial
Illinois
$8.04M +$499K +10,429 +7%
KCWM
142
Kane Co Wealth Management
Iowa
$7.99M +$1.48M +31,010 +23%
SIMC
143
Squire Investment Management Company
Utah
$7.86M +$444K +9,272 +6%
HA
144
Heffernan Advisory
Arizona
$7.72M +$536K +11,197 +7%
DWA
145
Delap Wealth Advisory
Oregon
$7.72M +$586K +12,236 +8%
RFP
146
RCS Financial Planning
Maryland
$7.67M -$94.3K -1,970 -1%
CIAS
147
CFS Investment Advisory Services
New Jersey
$7.59M +$182K +3,810 +2%
BH
148
Burk Holdings
Oklahoma
$7.59M +$742K +15,505 +11%
PF
149
Parker Financial
Washington
$7.46M +$371K +7,758 +5%
CMP
150
Coston McIsaac & Partners
Maine
$7.42M +$1.68M +35,132 +29%