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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNWA
151
Henrickson Nauta Wealth Advisors
Michigan
$3.46M -$143K -2,999 -4%
XPN
152
XY Planning Network
Montana
$3.33M +$846K +17,758 +34%
CWA
153
CogentBlue Wealth Advisors
Tennessee
$3.29M +$1.32M +27,615 +67%
MML Investors Services
154
MML Investors Services
Massachusetts
$3.23M +$382K +8,024 +14%
AWM
155
Apollon Wealth Management
South Carolina
$3.19M +$319K +6,704 +11%
OFI
156
Outbound Financial Inc
Colorado
$3.17M +$3.14M +66,031 New
MWP
157
Meredith Wealth Planning
Illinois
$3.07M +$150K +3,143 +5%
SAG
158
SageView Advisory Group
California
$3.02M +$1.52K +32 +0.1%
HFA
159
Hippocratic Financial Advisors
California
$2.99M -$22M -462,928 -88%
FWMP
160
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.79M
KAS
161
Kestra Advisory Services
Texas
$2.79M +$308K +6,478 +13%
Citigroup
162
Citigroup
New York
$2.79M +$1.08M +22,668 +64%
APC
163
Aspire Private Capital
North Carolina
$2.72M +$197K +4,134 +8%
FOA
164
Five Oceans Advisors
California
$2.71M +$181K +3,798 +7%
CA
165
Claris Advisors
Missouri
$2.7M +$584K +12,256 +28%
AQR Capital Management
166
AQR Capital Management
Connecticut
$2.65M +$175K +3,671 +7%
TWA
167
TCI Wealth Advisors
Arizona
$2.6M -$111K -2,328 -4%
MCA
168
Maryland Capital Advisors
Maryland
$2.58M -$333 -7 -0%
NFP
169
Narus Financial Partners
Utah
$2.58M -$113K -2,370 -4%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$2.52M +$32.2K +677 +1%
BAM
171
BOS Asset Management
Illinois
$2.4M +$225K +4,719 +10%
AWMNH
172
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.37M +$142K +2,987 +6%
PWIA
173
Porter White Investment Advisors
Alabama
$2.35M +$322K +6,757 +16%
RWM
174
Rockwood Wealth Management
Pennsylvania
$2.31M -$77K -1,618 -3%
SWM
175
SpringVest Wealth Management
Texas
$2.3M +$779K +16,364 +52%