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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
$2.68M +$266K +5,639 +11%
HTWM
152
Hartmann Taylor Wealth Management
Texas
$2.68M +$2.66M +56,415 New
NFP
153
Narus Financial Partners
Utah
$2.67M +$309K +6,553 +13%
MCA
154
Maryland Capital Advisors
Maryland
$2.56M – – –
FOA
155
Five Oceans Advisors
California
$2.5M -$166K -3,526 -6%
APC
156
Aspire Private Capital
North Carolina
$2.5M +$302K +6,399 +14%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$2.46M +$684K +14,487 +39%
KAS
158
Kestra Advisory Services
Texas
$2.46M +$215K +4,551 +10%
SIS
159
Strategic Investment Solutions
Illinois
$2.45M +$268K +5,686 +12%
XPN
160
XY Planning Network
Montana
$2.45M +$496K +10,500 +26%
AQR Capital Management
161
AQR Capital Management
Connecticut
$2.45M +$504K +10,676 +26%
AIM
162
Archer Investment Management
Texas
$2.41M -$90.9K -1,926 -4%
Raymond James Financial
163
Raymond James Financial
Florida
$2.37M +$1.51M +31,952 +179%
RWM
164
Rockwood Wealth Management
Pennsylvania
$2.36M -$1.05M -22,314 -31%
BCA
165
Bay Colony Advisors
Massachusetts
$2.36M +$608K +12,879 +35%
AWMNH
166
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.2M +$20.7K +438 +1%
BAM
167
BOS Asset Management
Illinois
$2.15M +$481K +10,179 +29%
SFS
168
Sowell Financial Services
Arkansas
$2.1M +$11.9K +252 +0.6%
PFA
169
Pillar Financial Advisors
Kentucky
$2.09M -$559K -11,839 -21%
CA
170
Claris Advisors
Missouri
$2.09M +$159K +3,363 +8%
PWIA
171
Porter White Investment Advisors
Alabama
$2.01M +$861K +18,231 +76%
SPA
172
Shore Point Advisors
New Jersey
$2M +$238K +5,031 +14%
TAM
173
TCP Asset Management
Ohio
$1.99M +$183K +3,874 +10%
S4W
174
Solutions 4 Wealth
Texas
$1.98M -$204K -4,318 -9%
HKIMG
175
Hutchens & Kramer Investment Management Group
Indiana
$1.98M -$81.5K -1,726 -4%