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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ARA
151
Approach Retirement Advisors
Alabama
$7.22M +$713K +14,897 +11%
BC
152
BDFS Capital
Delaware
$7.17M +$1.47M +30,805 +26%
TIAM2
153
Tru Independence Asset Management 2
Oregon
$6.97M -$291K -6,080 -4%
SEIA
154
Signature Estate & Investment Advisors
California
$6.91M +$957K +19,978 +16%
IFA
155
Index Fund Advisors
California
$6.9M +$1.36M +28,494 +25%
BWA
156
Babb Wealth Advisors
Arizona
$6.72M +$423K +8,826 +7%
KFGG
157
Keystone Financial Group (Georgia)
Georgia
$6.68M -$1.01M -21,164 -13%
BAM
158
BOS Asset Management
Illinois
$6.66M +$234K +4,879 +4%
NDWM
159
New Dimensions Wealth Management
Texas
$6.62M +$472K +9,850 +8%
KA
160
Kooman & Associates
Pennsylvania
$6.28M +$166K +3,462 +3%
WWWM
161
White Wing Wealth Management
Texas
$6.28M +$207K +4,317 +3%
OCA
162
Optimus Capital Advisors
Texas
$6.24M -$679K -14,178 -10%
SWM
163
SpringVest Wealth Management
Texas
$6.01M +$899K +18,771 +18%
DWM
164
Diversify Wealth Management
Utah
$5.84M +$452K +9,438 +8%
DAS
165
Diversify Advisory Services
Utah
$5.84M +$5.92M +123,538 New
KF
166
Krilogy Financial
Missouri
$5.82M +$5.04M +105,280 +633%
SFP
167
SwitchPoint Financial Planning
Utah
$5.7M +$349K +7,286 +7%
KAS
168
Kestra Advisory Services
Texas
$5.68M +$919K +19,195 +19%
TM
169
Torren Management
California
$5.64M -$7.49M -156,496 -57%
I
170
INVST
Indiana
$5.6M +$1.72M +35,867 +44%
BC
171
Burney Company
Virginia
$5.59M -$109K -2,271 -2%
SW
172
Simplicity Wealth
New Jersey
$5.56M +$390K +8,146 +8%
CA
173
Claris Advisors
Missouri
$5.53M +$1.03M +21,604 +23%
PAG
174
Private Advisory Group
Washington
$5.48M +$5.49M +114,710 New
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$5.43M +$422K +8,810 +8%