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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QHA
151
Quarry Hill Advisors
Minnesota
$1.17M -$130K -2,746 -10%
JP Morgan Chase
152
JP Morgan Chase
New York
$1.17M -$1.11M -23,426 -49%
BCA
153
Bay Colony Advisors
Massachusetts
$1.17M +$648K +13,654 +126%
IFA
154
Index Fund Advisors
California
$1.16M +$32.7K +689 +3%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$1.12M -23,527 -51%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$1.04M +$44.2K +931 +4%
AIS
157
American Investment Services
Massachusetts
$1.04M -$481K -10,145 -32%
FWP
158
Firethorn Wealth Partners
Georgia
$1.03M +$287K +6,039 +39%
AFS
159
Annapolis Financial Services
Maryland
$981K -$181K -3,811 -16%
EFG
160
Ethos Financial Group
Pennsylvania
$976K +$53.5K +1,128 +6%
BIA
161
Barry Investment Advisors
Massachusetts
$953K +$165K +3,469 +21%
I
162
INVST
Indiana
$943K +$211K +4,446 +29%
VPWA
163
Vestia Personal Wealth Advisors
Indiana
$911K +$204K +4,289 +29%
B
164
BetterWealth
California
$903K +$898K +18,912 New
EWA
165
Elevate Wealth Advisory
Georgia
$892K -$92.6K -1,951 -9%
AWS
166
Atria Wealth Solutions
New York
$851K -$12.1K -255 -1%
UWM
167
USAdvisors Wealth Management
Minnesota
$850K -$88.1K -1,857 -9%
SAM
168
Smartleaf Asset Management
Massachusetts
$842K -$34.6K -730 -4%
PWIA
169
Porter White Investment Advisors
Alabama
$772K +$11K +231 +1%
FFWA
170
Forthright Family Wealth Advisory
Texas
$744K -$82.5K -1,738 -10%
CC
171
Copperleaf Capital
North Carolina
$721K +$213K +4,495 +42%
NL
172
NWAM LLC
Washington
$701K +$28.7K +605 +4%
Jane Street
173
Jane Street
New York
$676K -$19.3M -406,549 -97%
RCAG
174
Rehmann Capital Advisory Group
Michigan
$674K -$285 -6 -0%
AAS
175
Avantax Advisory Services
Texas
$647K +$91K +1,918 +16%