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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Parkworth Wealth Management
California
$3.56M +$3.59M +75,929 New
HNWA
127
Henrickson Nauta Wealth Advisors
Michigan
$3.44M +$101K +2,133 +3%
FWM
128
FMB Wealth Management
California
$3.4M +$1.15M +24,227 +50%
RWM
129
Rockwood Wealth Management
Pennsylvania
$3.38M -$16.1M -340,618 -83%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$3.35M +$344K +7,272 +11%
BOC
131
Blue Oak Capital
California
$3.29M +$3.32M +70,118 New
BCI
132
Brinker Capital Investments
Pennsylvania
$3.27M +$892K +18,850 +37%
OPS
133
Orion Portfolio Solutions
Nebraska
$3.27M +$892K +18,850 +37%
EA
134
Eclectic Associates
California
$3.25M +$1.84M +38,981 +128%
Osaic Holdings
135
Osaic Holdings
Arizona
$3.22M +$88.2K +1,865 +3%
FWMP
136
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.22M +$3.25M +68,631 New
KFGG
137
Keystone Financial Group (Georgia)
Georgia
$3.19M +$3.22M +67,977 New
DWA
138
Delap Wealth Advisory
Oregon
$3.13M +$939K +19,854 +42%
AWMNY
139
Arcadia Wealth Management (New York)
New York
$3.13M +$3.16M +66,690 New
BH
140
Burk Holdings
Oklahoma
$2.97M +$3M +63,418 New
SAG
141
SageView Advisory Group
California
$2.95M +$57.4K +1,213 +2%
BPA
142
Beacon Pointe Advisors
California
$2.93M +$294K +6,220 +11%
AWM
143
Apollon Wealth Management
South Carolina
$2.88M -$152K -3,205 -5%
MML Investors Services
144
MML Investors Services
Massachusetts
$2.79M +$339K +7,171 +14%
VWWMG
145
Vermillion & White Wealth Management Group
Pennsylvania
$2.76M +$168K +3,543 +6%
AWA
146
Acorn Wealth Advisors
Michigan
$2.65M -$244K -5,157 -8%
FOA
147
Five Oceans Advisors
California
$2.63M +$1.37M +28,874 +106%
PFA
148
Pillar Financial Advisors
Kentucky
$2.62M +$2.64M +55,894 New
MWP
149
Meredith Wealth Planning
Illinois
$2.62M +$356K +7,523 +16%
MCA
150
Maryland Capital Advisors
Maryland
$2.52M -$994 -21 -0%