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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QHA
126
Quarry Hill Advisors
Minnesota
$1.08M +$76.1K +1,633 +8%
IFA
127
Index Fund Advisors
California
$1.04M +$10.9K +233 +1%
EWA
128
Elevate Wealth Advisory
Georgia
$982K +$973K +20,885 New
PWM
129
PBMares Wealth Management
Virginia
$971K +$411K +8,833 +75%
KAS
130
Kestra Advisory Services
Texas
$867K +$396K +8,502 +85%
AIS
131
American Investment Services
Massachusetts
$847K +$413K +8,874 +97%
TC
132
TownSquare Capital
Utah
$826K +$123K +2,635 +18%
PCM
133
Passive Capital Management
Maryland
$759K +$220K +4,715 +41%
FWP
134
Firethorn Wealth Partners
Georgia
$754K -$71.6K -1,537 -9%
CC
135
Copperleaf Capital
North Carolina
$754K -$119K -2,549 -14%
FFWA
136
Forthright Family Wealth Advisory
Texas
$694K +$688K +14,771 New
AWS
137
Atria Wealth Solutions
New York
$680K -$2.65K -57 -0.4%
SIMC
138
Squire Investment Management Company
Utah
$670K +$664K +14,259 New
JP Morgan Chase
139
JP Morgan Chase
New York
$655K +$34K +731 +6%
CFO
140
Collective Family Office
Pennsylvania
$651K +$112K +2,401 +21%
NL
141
NWAM LLC
Washington
$639K +$113K +2,421 +22%
SIG
142
Spinnaker Investment Group
California
$579K +$72.9K +1,566 +15%
KSWWM
143
Keyes Stange & Wooten Wealth Management
Florida
$579K +$573K +12,308 New
UWM
144
USAdvisors Wealth Management
Minnesota
$568K -$13.1K -281 -2%
DWA
145
Delap Wealth Advisory
Oregon
$558K +$552K +11,861 New
BWM
146
Blossom Wealth Management
California
$557K +$28.3K +608 +5%
MML Investors Services
147
MML Investors Services
Massachusetts
$541K +$536K +11,516 New
DWM
148
Drive Wealth Management
Utah
$532K – – –
MWM
149
Modera Wealth Management
New Jersey
$532K – – –
GJIA
150
Glass Jacobson Investment Advisors
Maryland
$518K +$236K +5,069 +85%