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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
176
Citigroup
New York
$5.34M +$770K +16,085 +17%
BCI
177
Brinker Capital Investments
Pennsylvania
$5.3M +$162K +3,375 +3%
AW
178
Aspirean Wealth
California
$5.26M +$755K +15,762 +17%
Corient Private Wealth
179
Corient Private Wealth
Florida
$5.09M +$27.5K +574 +0.5%
PPP
180
Prism Planning Partners
Illinois
$5.09M +$203K +4,241 +4%
VWWMG
181
Vermillion & White Wealth Management Group
Pennsylvania
$5.02M +$82.4K +1,720 +2%
XPN
182
XY Planning Network
Montana
$4.99M +$4.75M +99,264 +1,906%
AQR Capital Management
183
AQR Capital Management
Connecticut
$4.98M +$559K +11,679 +13%
LWM
184
Lakeridge Wealth Management
Ohio
$4.93M -$434K -9,062 -8%
TWC
185
Tencap Wealth Coaching
Utah
$4.86M +$16K +334 +0.3%
UBS AM
186
UBS AM
Illinois
$4.86M
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$4.85M -$52.6K -1,099 -1%
CWA
188
CogentBlue Wealth Advisors
Tennessee
$4.81M +$244K +5,100 +5%
FIA
189
Foundations Investment Advisors
Arizona
$4.75M +$414K +8,656 +10%
SAI
190
Savvy Advisors Inc
New York
$4.61M -$46K -961 -1%
MSF
191
Mustard Seed Financial
Arkansas
$4.56M +$1.54M +32,120 +51%
APFP
192
Action Point Financial Planning
Michigan
$4.53M +$4.1M +85,625 +916%
AWM
193
Apollon Wealth Management
South Carolina
$4.51M +$2.02M +42,104 +80%
CWR
194
Chico Wealth RIA
California
$4.48M
VPWA
195
Vestia Personal Wealth Advisors
Indiana
$4.37M +$405K +8,450 +10%
OFI
196
Outbound Financial Inc
Colorado
$4.16M -$322K -6,725 -7%
SIC
197
SJS Investment Consulting
Ohio
$4.16M -$17.6M -368,248 -81%
SPA
198
Shore Point Advisors
New Jersey
$4.16M -$108K -2,262 -3%
GLLW
199
Graves Light Lenhart Wealth
Virginia
$4.1M -$57.8K -1,208 -1%
PWIA
200
Porter White Investment Advisors
Alabama
$4.06M +$78.8K +1,646 +2%