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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
151
WorthPointe
California
$274K +$25.7K +552 +10%
FTUS
152
Flow Traders U.S.
New York
$256K +$256K +5,511 New
SWM
153
Selective Wealth Management
Virginia
$252K – – –
CFGS
154
Concourse Financial Group Securities
Alabama
$248K +$248K +5,342 New
PFA
155
Pinnacle Family Advisors
Missouri
$247K -$135K -2,900 -35%
IAG
156
Investment Advisory Group
Massachusetts
$240K -$41.5K -892 -15%
MA
157
Mutual Advisors
Nebraska
$238K – – –
HSG
158
Helen Stephens Group
Texas
$233K -$5.44K -117 -2%
BDWCC
159
B&D White Capital Company
Texas
$224K -$117K -2,515 -34%
SFS
160
Security Financial Services
Indiana
$217K +$217K +4,670 New
EGWAG
161
Elwood & Goetz Wealth Advisory Group
Georgia
$210K +$211K +4,533 New
CA
162
Cetera Advisors
Colorado
$204K – – –
GTAM
163
Global Trust Asset Management
Florida
$202K -$1.86K -40 -0.9%
APC
164
Aspire Private Capital
North Carolina
$187K +$44.3K +953 +31%
Comerica Bank
165
Comerica Bank
Texas
$136K +$137K +2,943 New
US Bancorp
166
US Bancorp
Minnesota
$132K +$133K +2,856 New
WP
167
WealthShield Partners
North Carolina
$112K – – –
DF
168
DecisionPoint Financial
Arizona
$74.1K – – –
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$62.6K +$62.8K +1,350 New
AF
170
Advisornet Financial
Minnesota
$59.5K +$16.4K +353 +38%
MFG
171
Mendota Financial Group
Wisconsin
$42.1K -$40.4K -869 -49%
CAS
172
Coppell Advisory Solutions
Texas
$42.1K -$159K -3,428 -79%
MG
173
MilWealth Group
Wisconsin
$36.5K +$36.6K +787 New
BTI
174
Blue Trust Inc
Georgia
$34K – – –
OCM
175
Orion Capital Management
California
$27.8K -$180K -3,872 -87%