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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
151
Firethorn Wealth Partners
Georgia
$652K -$103K -2,186 -14%
AWM
152
Axxcess Wealth Management
California
$652K +$152K +3,239 +31%
SIG
153
Spinnaker Investment Group
California
$603K +$23.4K +497 +4%
RCAG
154
Rehmann Capital Advisory Group
Michigan
$590K +$163K +3,478 +38%
EA
155
Eclectic Associates
California
$578K +$87.9K +1,871 +18%
GJIA
156
Glass Jacobson Investment Advisors
Maryland
$571K +$52.8K +1,123 +10%
BWM
157
Blossom Wealth Management
California
$571K +$13.3K +284 +2%
DWM
158
Dopkins Wealth Management
New York
$551K +$551K +11,716 New
HWM
159
HFG Wealth Management
Texas
$536K -$849K -18,071 -61%
DWM
160
Drive Wealth Management
Utah
$533K – – –
MWM
161
Modera Wealth Management
New Jersey
$533K – – –
AAM
162
Austin Asset Management
Texas
$521K +$46.1K +980 +10%
GWA
163
Geometric Wealth Advisors
District of Columbia
$511K +$105K +2,241 +26%
Osaic Holdings
164
Osaic Holdings
Arizona
$502K -$1.56M -33,295 -76%
BCA
165
Bay Colony Advisors
Massachusetts
$501K +$43.1K +917 +9%
HIC
166
Hartline Investment Corp
Illinois
$501K +$500K +10,648 New
BIA
167
Barry Investment Advisors
Massachusetts
$488K +$487K +10,370 New
CAN
168
Cetera Advisor Networks
California
$461K +$109K +2,329 +31%
WP
169
WMS Partners
Maryland
$450K -$47.6K -1,012 -10%
LG
170
LAM Group
Oregon
$448K -$235 -5 -0.1%
CC
171
Copperleaf Capital
North Carolina
$444K -$309K -6,583 -41%
SC
172
Shearwater Capital
Colorado
$403K – – –
CFO
173
Collective Family Office
Pennsylvania
$402K -$249K -5,304 -38%
GVAG
174
Great Valley Advisor Group
Delaware
$396K – – –
VFP
175
Verus Financial Partners
Virginia
$359K +$470 +10 +0.1%