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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Selective Wealth Management
Virginia
$7.88M +$5.29M +109,762 +202%
PFA
127
Pure Financial Advisors
California
$7.75M +$199K +4,121 +3%
RFP
128
RCS Financial Planning
Maryland
$7.63M +$149K +3,101 +2%
BAM
129
Belleair Asset Management
Florida
$7.39M +$7.42M +154,026 New
VPF
130
Vantage Point Financial
Illinois
$7.33M +$651K +13,516 +10%
CIAS
131
CFS Investment Advisory Services
New Jersey
$7.23M +$446K +9,252 +7%
TCM
132
Triumph Capital Management
Colorado
$7.21M +$7.25M +150,385 New
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$7.16M +$2.47M +51,205 +52%
FWM
134
FMB Wealth Management
California
$7.16M +$1.7M +35,296 +31%
PFS
135
Professional Financial Solutions
Virginia
$7.05M +$7.09M +147,116 New
TIAM2
136
Tru Independence Asset Management 2
Oregon
$7M +$316K +6,555 +5%
BC
137
Burney Company
Virginia
$6.98M -$19K -395 -0.3%
KIM
138
Kestra Investment Management
Texas
$6.75M +$1.87M +38,832 +38%
PF
139
Parker Financial
Washington
$6.65M +$110K +2,283 +2%
AWMNY
140
Arcadia Wealth Management (New York)
New York
$6.64M +$1.21M +25,059 +22%
HA
141
Heffernan Advisory
Arizona
$6.58M +$6.61M +137,156 New
VWWMG
142
Vermillion & White Wealth Management Group
Pennsylvania
$6.55M -$9.78K -203 -0.1%
ARA
143
Approach Retirement Advisors
Alabama
$6.54M +$6.58M +136,439 New
KCWM
144
Kane Co Wealth Management
Iowa
$6.52M +$6.56M +136,041 New
WWWM
145
White Wing Wealth Management
Texas
$6.52M +$1.1M +22,824 +20%
SIMC
146
Squire Investment Management Company
Utah
$6.48M +$626K +12,984 +11%
BH
147
Burk Holdings
Oklahoma
$6.44M +$783K +16,247 +14%
NDWM
148
New Dimensions Wealth Management
Texas
$6.29M +$251K +5,214 +4%
MWP
149
Meredith Wealth Planning
Illinois
$6.17M +$1.44M +29,958 +30%
HNWA
150
Henrickson Nauta Wealth Advisors
Michigan
$6.03M +$2.98M +61,934 +97%