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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
126
Index Fund Advisors
California
$1.04M +$10.9K +233 +1%
EWA
127
Elevate Wealth Advisory
Georgia
$982K +$973K +20,885 New
PWM
128
PBMares Wealth Management
Virginia
$971K +$411K +8,833 +75%
KAS
129
Kestra Advisory Services
Texas
$867K +$396K +8,502 +85%
AIS
130
American Investment Services
Massachusetts
$847K +$413K +8,874 +97%
TC
131
TownSquare Capital
Utah
$826K +$123K +2,635 +18%
PCM
132
Passive Capital Management
Maryland
$759K +$220K +4,715 +41%
FWP
133
Firethorn Wealth Partners
Georgia
$754K -$71.6K -1,537 -9%
CC
134
Copperleaf Capital
North Carolina
$754K -$119K -2,549 -14%
FFWA
135
Forthright Family Wealth Advisory
Texas
$694K +$688K +14,771 New
AWS
136
Atria Wealth Solutions
New York
$680K -$2.65K -57 -0.4%
SIMC
137
Squire Investment Management Company
Utah
$670K +$664K +14,259 New
JP Morgan Chase
138
JP Morgan Chase
New York
$655K +$34K +731 +6%
CFO
139
Collective Family Office
Pennsylvania
$651K +$112K +2,401 +21%
NL
140
NWAM LLC
Washington
$639K +$113K +2,421 +22%
SIG
141
Spinnaker Investment Group
California
$579K +$72.9K +1,566 +15%
KSWWM
142
Keyes Stange & Wooten Wealth Management
Florida
$579K +$573K +12,308 New
UWM
143
USAdvisors Wealth Management
Minnesota
$568K -$13.1K -281 -2%
DWA
144
Delap Wealth Advisory
Oregon
$558K +$552K +11,861 New
BWM
145
Blossom Wealth Management
California
$557K +$28.3K +608 +5%
MML Investors Services
146
MML Investors Services
Massachusetts
$541K +$536K +11,516 New
DWM
147
Drive Wealth Management
Utah
$532K
MWM
148
Modera Wealth Management
New Jersey
$532K
GJIA
149
Glass Jacobson Investment Advisors
Maryland
$518K +$236K +5,069 +85%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$516K +$511K +10,978 New