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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
126
Binnacle Investments
Iowa
$4.41M +$4.39M +92,879 New
PAG
127
Private Advisor Group
New Jersey
$4.36M +$371K +7,848 +9%
AWMNY
128
Arcadia Wealth Management (New York)
New York
$4.21M +$1.03M +21,826 +33%
BWG
129
Beta Wealth Group
California
$4.15M -$577K -12,229 -12%
GLLW
130
Graves Light Lenhart Wealth
Virginia
$4.09M +$108K +2,296 +3%
DWM
131
Diversify Wealth Management
Utah
$4.02M -$227K -4,799 -5%
BWA
132
Babb Wealth Advisors
Arizona
$3.93M -$130K -2,750 -3%
BCI
133
Brinker Capital Investments
Pennsylvania
$3.87M +$555K +11,763 +17%
OPS
134
Orion Portfolio Solutions
Nebraska
$3.87M +$555K +11,763 +17%
KFGG
135
Keystone Financial Group (Georgia)
Georgia
$3.85M +$606K +12,835 +19%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$3.83M +$428K +9,071 +13%
BH
137
Burk Holdings
Oklahoma
$3.82M +$804K +17,018 +27%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$3.81M +$41.2K +872 +1%
PWM
139
Parkworth Wealth Management
California
$3.8M +$195K +4,133 +5%
BPA
140
Beacon Pointe Advisors
California
$3.62M +$649K +13,735 +22%
SFP
141
SwitchPoint Financial Planning
Utah
$3.62M -$29.1K -617 -0.8%
DWA
142
Delap Wealth Advisory
Oregon
$3.58M +$400K +8,477 +13%
HNWA
143
Henrickson Nauta Wealth Advisors
Michigan
$3.54M +$81.4K +1,723 +2%
AWA
144
Acorn Wealth Advisors
Michigan
$3.53M +$842K +17,840 +32%
PP
145
PrairieView Partners
Minnesota
$3.33M +$2.33M +49,327 +238%
SAG
146
SageView Advisory Group
California
$2.99M +$4.01K +85 +0.1%
MWP
147
Meredith Wealth Planning
Illinois
$2.89M +$233K +4,927 +9%
AWM
148
Apollon Wealth Management
South Carolina
$2.84M -$84.2K -1,784 -3%
MML Investors Services
149
MML Investors Services
Massachusetts
$2.81M -$13.3K -282 -0.5%
FWMP
150
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.77M -$492K -10,428 -15%