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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
151
Babb Wealth Advisors
Arizona
$5.99M +$1.5M +31,047 +33%
DWA
152
Delap Wealth Advisory
Oregon
$5.96M +$584K +12,113 +11%
TIM
153
Tortoise Investment Management
New York
$5.95M +$551K +11,432 +10%
KA
154
Kooman & Associates
Pennsylvania
$5.95M +$288K +5,973 +5%
HI
155
Harbour Investments
Wisconsin
$5.95M +$5.94M +123,354 +17,547%
SEIA
156
Signature Estate & Investment Advisors
California
$5.91M +$2.75M +57,137 +86%
BCI
157
Brinker Capital Investments
Pennsylvania
$5.82M +$274K +5,691 +5%
KFGG
158
Keystone Financial Group (Georgia)
Georgia
$5.67M +$91.9K +1,907 +2%
CW
159
CreativeOne Wealth
Kansas
$5.64M +$383K +7,938 +7%
LWM
160
Lakeridge Wealth Management
Ohio
$5.51M +$61.3K +1,272 +1%
BC
161
BDFS Capital
Delaware
$5.49M +$5.52M +114,443 New
MMA
162
Miracle Mile Advisors
California
$5.47M -$473K -9,818 -8%
LOPW
163
Live Oak Private Wealth
North Carolina
$5.45M +$340K +7,048 +7%
Corient Private Wealth
164
Corient Private Wealth
Florida
$5.23M +$484K +10,045 +10%
MWA
165
Mills Wealth Advisors
Texas
$5.17M -$139K -2,877 -3%
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$5.09M -$90.4K -1,876 -2%
TWC
167
Tencap Wealth Coaching
Utah
$4.87M +$4.89M +101,544 New
PAG
168
Private Advisor Group
New Jersey
$4.83M +$139K +2,887 +3%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$4.71M -$179K -3,721 -4%
FIA
170
Foundations Investment Advisors
Arizona
$4.69M +$1.37M +28,507 +41%
CWR
171
Chico Wealth RIA
California
$4.5M -$4.08M -84,628 -47%
CMP
172
Coston McIsaac & Partners
Maine
$4.5M +$1.9M +39,462 +73%
OFI
173
Outbound Financial Inc
Colorado
$4.45M +$235K +4,876 +6%
PPP
174
Prism Planning Partners
Illinois
$4.43M +$4.46M +92,463 New
CWA
175
CogentBlue Wealth Advisors
Tennessee
$4.36M +$28K +580 +0.6%