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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
126
Great Valley Advisor Group
Delaware
$1.5M +$1.11M +23,582 +280%
AIS
127
American Investment Services
Massachusetts
$1.5M +$362K +7,713 +32%
KAS
128
Kestra Advisory Services
Texas
$1.47M +$413K +8,797 +39%
SIAG
129
Safeguard Investment Advisory Group
California
$1.45M +$45.6K +972 +3%
SIC
130
Samalin Investment Counsel
New York
$1.45M +$7.51K +160 +0.5%
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$1.43M +$11.6K +247 +0.8%
Citadel Advisors
132
Citadel Advisors
Florida
$1.41M -$205K -4,357 -13%
TAM
133
TCP Asset Management
Ohio
$1.37M +$35.7K +761 +3%
DWM
134
Dopkins Wealth Management
New York
$1.34M +$787K +16,768 +143%
CA
135
Claris Advisors
Missouri
$1.3M +$612K +13,045 +89%
MFC
136
Morris Financial Concepts
South Carolina
$1.29M +$97.3K +2,073 +8%
QHA
137
Quarry Hill Advisors
Minnesota
$1.29M +$182K +3,880 +17%
FOA
138
Five Oceans Advisors
California
$1.28M -$70.5K -1,501 -5%
PWM
139
PBMares Wealth Management
Virginia
$1.27M +$14.5K +308 +1%
CSB
140
City State Bank
Iowa
$1.24M +$999K +21,285 +426%
SIS
141
Strategic Investment Solutions
Illinois
$1.19M +$1.18M +25,173 New
BAM
142
BOS Asset Management
Illinois
$1.18M -$65.5K -1,396 -5%
SW
143
Simplicity Wealth
New Jersey
$1.18M +$120K +2,557 +11%
EWA
144
EverSource Wealth Advisors
Alabama
$1.16M -$40.6K -864 -3%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$1.16M +$206K +4,389 +22%
AFS
146
Annapolis Financial Services
Maryland
$1.15M -$63.1K -1,345 -5%
AQR Capital Management
147
AQR Capital Management
Connecticut
$1.13M +$1.12M +23,964 New
NFP
148
Narus Financial Partners
Utah
$1.12M +$190K +4,038 +20%
IFA
149
Index Fund Advisors
California
$1.11M +$65.3K +1,392 +6%
SWM
150
Sterling Wealth Management
Illinois
$1.1M +$1.1M +23,354 New