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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFI
151
Outbound Financial Inc
Colorado
$4.23M +$1.05M +21,817 +33%
GLLW
152
Graves Light Lenhart Wealth
Virginia
$4.13M +$1.4K +29 +0%
SFP
153
SwitchPoint Financial Planning
Utah
$4.01M +$245K +5,093 +7%
GVAG
154
Great Valley Advisor Group
Delaware
$3.83M -$5.44K -113 -0.1%
SWM
155
SpringVest Wealth Management
Texas
$3.8M +$1.49M +30,897 +65%
AC
156
Annandale Capital
Texas
$3.78M +$377K +7,842 New
RA
157
RFG Advisory
Alabama
$3.72M +$68.5K +1,423 +2%
DWM
158
Diversify Wealth Management
Utah
$3.71M -$258K -5,369 -7%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$3.69M +$1.17M +24,215 +46%
AWA
160
Acorn Wealth Advisors
Michigan
$3.51M -$963 -20 -0%
AQR Capital Management
161
AQR Capital Management
Connecticut
$3.38M +$721K +14,977 +27%
MML Investors Services
162
MML Investors Services
Massachusetts
$3.36M +$117K +2,424 +4%
FIA
163
Foundations Investment Advisors
Arizona
$3.34M +$2.8M +58,217 +522%
XPN
164
XY Planning Network
Montana
$3.33M
PWIA
165
Porter White Investment Advisors
Alabama
$3.28M +$920K +19,122 +39%
SPA
166
Shore Point Advisors
New Jersey
$3.28M +$1.13M +23,514 +53%
SEIA
167
Signature Estate & Investment Advisors
California
$3.18M +$1.48M +30,728 +87%
KAS
168
Kestra Advisory Services
Texas
$3.09M +$283K +5,879 +10%
Citigroup
169
Citigroup
New York
$3.08M +$277K +5,755 +10%
HNWA
170
Henrickson Nauta Wealth Advisors
Michigan
$3.07M -$408K -8,484 -12%
SAG
171
SageView Advisory Group
California
$3.03M -$4.38K -91 -0.1%
AWM
172
Apollon Wealth Management
South Carolina
$2.99M -$208K -4,327 -7%
Raymond James Financial
173
Raymond James Financial
Florida
$2.98M +$1.24M +25,816 +72%
BAM
174
BOS Asset Management
Illinois
$2.96M +$544K +11,304 +23%
HFA
175
Hippocratic Financial Advisors
California
$2.88M -$122K -2,544 -4%