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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
126
Chicago Partners Investment Group
Illinois
$8.48M +$457K +9,503 +6%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$8.36M -$1.21M -25,182 -13%
AIA
128
AssuredPartners Investment Advisors
Florida
$8.34M +$158K +3,288 +2%
DAS
129
Dynamic Advisor Solutions
Arizona
$8.3M +$182K +3,773 +2%
BAM
130
Belleair Asset Management
Florida
$8.23M +$860K +17,871 +12%
PFS
131
Professional Financial Solutions
Virginia
$8.23M +$1.19M +24,683 +17%
PFA
132
Pure Financial Advisors
California
$8.19M +$451K +9,374 +6%
HI
133
Harbour Investments
Wisconsin
$8.11M +$2.19M +45,417 +37%
LOPW
134
Live Oak Private Wealth
North Carolina
$7.96M +$2.53M +52,511 +46%
TCM
135
Triumph Capital Management
Colorado
$7.86M +$661K +13,736 +9%
RFP
136
RCS Financial Planning
Maryland
$7.78M +$164K +3,417 +2%
AWMNY
137
Arcadia Wealth Management (New York)
New York
$7.77M +$1.15M +23,836 +17%
KFGG
138
Keystone Financial Group (Georgia)
Georgia
$7.71M +$2.06M +42,718 +36%
MWP
139
Meredith Wealth Planning
Illinois
$7.67M +$1.52M +31,681 +25%
FWM
140
FMB Wealth Management
California
$7.63M +$486K +10,098 +7%
VPF
141
Vantage Point Financial
Illinois
$7.56M +$244K +5,070 +3%
CIAS
142
CFS Investment Advisory Services
New Jersey
$7.48M +$210K +4,371 +3%
SIMC
143
Squire Investment Management Company
Utah
$7.43M +$969K +20,133 +15%
FWM
144
Fonville Wealth Management
Virginia
$7.36M +$3.98M +82,823 +117%
TIAM2
145
Tru Independence Asset Management 2
Oregon
$7.28M +$289K +6,013 +4%
HA
146
Heffernan Advisory
Arizona
$7.21M +$645K +13,407 +10%
DWA
147
Delap Wealth Advisory
Oregon
$7.16M +$1.21M +25,132 +20%
PF
148
Parker Financial
Washington
$7.1M +$487K +10,123 +7%
OCA
149
Optimus Capital Advisors
Texas
$6.94M -$3.07M -63,778 -31%
BH
150
Burk Holdings
Oklahoma
$6.86M +$431K +8,965 +7%