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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ARA
151
Approach Retirement Advisors
Alabama
$6.53M -$1.59K -33 -0%
KCWM
152
Kane Co Wealth Management
Iowa
$6.53M +$14.8K +308 +0.2%
BAM
153
BOS Asset Management
Illinois
$6.45M +$2.54M +52,743 +64%
BWA
154
Babb Wealth Advisors
Arizona
$6.32M +$343K +7,128 +6%
NDWM
155
New Dimensions Wealth Management
Texas
$6.17M -$115K -2,390 -2%
KA
156
Kooman & Associates
Pennsylvania
$6.13M +$187K +3,897 +3%
WWWM
157
White Wing Wealth Management
Texas
$6.09M -$426K -8,845 -7%
SEIA
158
Signature Estate & Investment Advisors
California
$5.97M +$74K +1,538 +1%
EWA
159
EverSource Wealth Advisors
Alabama
$5.8M -$2.49M -51,742 -30%
CMP
160
Coston McIsaac & Partners
Maine
$5.76M +$1.28M +26,552 +28%
BC
161
Burney Company
Virginia
$5.71M -$1.26M -26,133 -18%
BC
162
BDFS Capital
Delaware
$5.71M +$234K +4,862 +4%
IFA
163
Index Fund Advisors
California
$5.56M +$2.42M +50,390 +77%
CW
164
CreativeOne Wealth
Kansas
$5.54M -$96.4K -2,004 -2%
DWM
165
Diversify Wealth Management
Utah
$5.46M +$1.52M +31,687 +38%
LWM
166
Lakeridge Wealth Management
Ohio
$5.37M -$130K -2,704 -2%
SFP
167
SwitchPoint Financial Planning
Utah
$5.37M +$1.13M +23,576 +27%
Jane Street
168
Jane Street
New York
$5.21M +$2.71M +56,411 +108%
SW
169
Simplicity Wealth
New Jersey
$5.18M +$1.05M +21,798 +25%
BCI
170
Brinker Capital Investments
Pennsylvania
$5.15M -$661K -13,738 -11%
SWM
171
SpringVest Wealth Management
Texas
$5.13M +$1.31M +27,279 +34%
Corient Private Wealth
172
Corient Private Wealth
Florida
$5.07M -$5.39M -111,974 -51%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$5.03M -$59K -1,227 -1%
VWWMG
174
Vermillion & White Wealth Management Group
Pennsylvania
$4.94M -$1.6M -33,229 -24%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$4.92M +$219K +4,550 +5%