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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
PBMares Wealth Management
Virginia
$1.25M +$280K +5,950 +29%
BAM
127
BOS Asset Management
Illinois
$1.25M +$780K +16,587 +166%
DWA
128
Delap Wealth Advisory
Oregon
$1.24M +$677K +14,403 +121%
AFS
129
Annapolis Financial Services
Maryland
$1.21M -$9.55M -203,208 -89%
MFC
130
Morris Financial Concepts
South Carolina
$1.2M +$61.6K +1,310 +5%
EWA
131
EverSource Wealth Advisors
Alabama
$1.19M -$610K -12,981 -34%
SAM
132
Smartleaf Asset Management
Massachusetts
$1.14M +$1.14M +24,238 New
AIS
133
American Investment Services
Massachusetts
$1.14M +$291K +6,183 +34%
QHA
134
Quarry Hill Advisors
Minnesota
$1.1M +$27.7K +590 +3%
KAS
135
Kestra Advisory Services
Texas
$1.06M +$192K +4,088 +22%
SW
136
Simplicity Wealth
New Jersey
$1.06M +$1.06M +22,484 New
IFA
137
Index Fund Advisors
California
$1.04M +$4.04K +86 +0.4%
JP Morgan Chase
138
JP Morgan Chase
New York
$986K +$330K +7,027 +50%
PWIA
139
Porter White Investment Advisors
Alabama
$961K +$455K +9,688 +90%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$950K +$638K +13,569 +205%
NFP
141
Narus Financial Partners
Utah
$929K +$603K +12,829 +185%
EWA
142
Elevate Wealth Advisory
Georgia
$917K -$65.8K -1,399 -7%
UWM
143
USAdvisors Wealth Management
Minnesota
$866K +$297K +6,316 +52%
FFWA
144
Forthright Family Wealth Advisory
Texas
$819K +$124K +2,639 +18%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$805K +$288K +6,131 +56%
CW
146
CreativeOne Wealth
Kansas
$748K +$747K +15,897 New
CA
147
Claris Advisors
Missouri
$686K +$298K +6,339 +77%
NL
148
NWAM LLC
Washington
$657K +$18.8K +401 +3%
AWS
149
Atria Wealth Solutions
New York
$656K -$25K -531 -4%
JTWM
150
Jackson Thornton Wealth Management
Alabama
$653K +$420K +8,928 +180%