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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
126
Mendota Financial Group
Wisconsin
$179K +$179K +3,887 New
DF
127
DecisionPoint Financial
Arizona
$167K +$166K +3,625 New
CPA
128
Cardiff Park Advisors
California
$158K +$157K +3,424 New
AF
129
Advisornet Financial
Minnesota
$113K -$12.2K -265 -10%
BHWM
130
Bay Harbor Wealth Management
Maryland
$93K +$82.7K +1,801 +850%
SWM
131
Spire Wealth Management
Virginia
$82K +$23.3K +507 +40%
DI
132
Disciplined Investments
Oklahoma
$81.4K +$81.2K +1,767 New
CAS
133
Coppell Advisory Solutions
Texas
$42.1K +$41.9K +913 New
CASC
134
Coppell Advisory Solutions Corp
Texas
$42.1K +$41.9K +913 New
FFA
135
Farther Finance Advisors
California
$27.7K +$27.6K +600 New
GJIA
136
Glass Jacobson Investment Advisors
Maryland
$27K +$26.9K +586 New
Bank of America
137
Bank of America
North Carolina
$15.3K +$15.2K +332 New
CMBA
138
C.M. Bidwell & Associates
Hawaii
$5.76K – – –
RJFSA
139
Raymond James Financial Services Advisors
Florida
– -$6.62M -143,999 Closed
W
140
Wealthquest
Ohio
– -$1.95M -42,475 Closed
SPI
141
Sutton Place Investors
New York
– -$968K -21,035 Closed
KF
142
Krilogy Financial
Missouri
– -$518K -11,257 Closed
DFC
143
DBK Financial Counsel
Ohio
– -$456K -9,915 Closed
PAG
144
Private Advisor Group
New Jersey
– -$306K -6,656 Closed
UBS Group
145
UBS Group
Switzerland
– -$173K -3,763 Closed