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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
151
TCI Wealth Advisors
Arizona
$2.38M +$2.04M +43,031 +554%
NFP
152
Narus Financial Partners
Utah
$2.32M +$669K +14,141 +40%
KAS
153
Kestra Advisory Services
Texas
$2.21M +$108K +2,291 +5%
SIS
154
Strategic Investment Solutions
Illinois
$2.2M +$272K +5,742 +14%
APC
155
Aspire Private Capital
North Carolina
$2.17M +$145K +3,065 +7%
S4W
156
Solutions 4 Wealth
Texas
$2.16M -$154K -3,250 -7%
AWMNH
157
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.15M +$99.7K +2,107 +5%
SFS
158
Sowell Financial Services
Arkansas
$2.06M -$116K -2,445 -5%
HKIMG
159
Hutchens & Kramer Investment Management Group
Indiana
$2.04M -$137K -2,888 -6%
XPN
160
XY Planning Network
Montana
$1.93M +$1.94M +41,079 New
AQR Capital Management
161
AQR Capital Management
Connecticut
$1.91M +$586K +12,389 +44%
CA
162
Claris Advisors
Missouri
$1.9M +$206K +4,361 +12%
SPI
163
Sutton Place Investors
New York
$1.86M -$17.4K -368 -0.9%
GVAG
164
Great Valley Advisor Group
Delaware
$1.85M +$350K +7,404 +23%
KRW
165
Kaufman Rossin Wealth
Florida
$1.85M +$1.87M +39,510 New
FFM
166
Forum Financial Management
Illinois
$1.79M +$1.8M +38,093 New
TAM
167
TCP Asset Management
Ohio
$1.78M +$240K +5,070 +15%
CWA
168
CogentBlue Wealth Advisors
Tennessee
$1.77M +$1.78M +37,684 New
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$1.75M +$381K +8,054 +28%
SPA
170
Shore Point Advisors
New Jersey
$1.74M +$150K +3,166 +9%
BCA
171
Bay Colony Advisors
Massachusetts
$1.72M +$581K +12,274 +50%
Jane Street
172
Jane Street
New York
$1.69M +$1.04M +21,966 +155%
AIS
173
American Investment Services
Massachusetts
$1.69M +$679K +14,349 +66%
BAM
174
BOS Asset Management
Illinois
$1.65M +$191K +4,039 +13%
DWM
175
Dopkins Wealth Management
New York
$1.64M +$1.66M +34,997 New