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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
126
FMB Wealth Management
California
$4.95M +$237K +4,980 +5%
PAG
127
Private Advisor Group
New Jersey
$4.93M +$520K +10,926 +12%
AWMNY
128
Arcadia Wealth Management (New York)
New York
$4.8M +$547K +11,490 +13%
BCI
129
Brinker Capital Investments
Pennsylvania
$4.76M +$839K +17,608 +22%
BI
130
Binnacle Investments
Iowa
$4.76M +$295K +6,188 +7%
BCA
131
Bay Colony Advisors
Massachusetts
$4.65M +$2.25M +47,277 +95%
Corient Private Wealth
132
Corient Private Wealth
Florida
$4.64M -$2.44M -51,144 -35%
DWA
133
Delap Wealth Advisory
Oregon
$4.44M +$825K +17,326 +23%
BPA
134
Beacon Pointe Advisors
California
$4.38M +$713K +14,968 +20%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$4.36M +$483K +10,151 +13%
WWWM
136
White Wing Wealth Management
Texas
$4.33M -$244K -5,132 -5%
MWA
137
Mills Wealth Advisors
Texas
$4.27M +$2.31M +48,551 +120%
GLLW
138
Graves Light Lenhart Wealth
Virginia
$4.11M -$14K -293 -0.3%
BWA
139
Babb Wealth Advisors
Arizona
$4.03M +$58.9K +1,236 +1%
DWM
140
Diversify Wealth Management
Utah
$3.97M -$88K -1,848 -2%
PWM
141
Parkworth Wealth Management
California
$3.92M +$73.7K +1,548 +2%
KIM
142
Kestra Investment Management
Texas
$3.83M +$2.65M +55,603 +227%
GVAG
143
Great Valley Advisor Group
Delaware
$3.82M +$1.87M +39,348 +98%
Jane Street
144
Jane Street
New York
$3.76M -$2.98M -62,552 -44%
SFP
145
SwitchPoint Financial Planning
Utah
$3.75M +$87.7K +1,841 +2%
SIM
146
Stratos Investment Management
Ohio
$3.72M +$3.69M +77,383 New
PP
147
PrairieView Partners
Minnesota
$3.64M +$278K +5,834 +8%
RA
148
RFG Advisory
Alabama
$3.64M -$1.01M -21,112 -22%
LOPW
149
Live Oak Private Wealth
North Carolina
$3.56M +$1.7M +35,682 +93%
AWA
150
Acorn Wealth Advisors
Michigan
$3.5M -$70K -1,470 -2%