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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
176
Matisse Capital
Oregon
$306K – – –
W
177
WorthPointe
California
$299K +$21.8K +467 +8%
MWA
178
Mills Wealth Advisors
Texas
$284K -$2.24K -48 -0.8%
AAS
179
Avantax Advisory Services
Texas
$284K -$4.57K -98 -2%
SFS
180
Security Financial Services
Indiana
$276K +$56K +1,203 +26%
WAP
181
Wealthcare Advisory Partners
Pennsylvania
$271K +$269K +5,771 New
SS
182
Simplicity Solutions
Minnesota
$268K +$266K +5,701 New
HSG
183
Helen Stephens Group
Texas
$259K +$22.6K +485 +10%
SWM
184
Selective Wealth Management
Virginia
$255K – – –
CFGS
185
Concourse Financial Group Securities
Alabama
$251K – – –
PFA
186
Pinnacle Family Advisors
Missouri
$250K -$419 -9 -0.2%
JTWM
187
Jackson Thornton Wealth Management
Alabama
$233K +$231K +4,950 New
BDWCC
188
B&D White Capital Company
Texas
$230K +$2.56K +55 +1%
DFS
189
Dixon Fnancial Services
California
$225K +$223K +4,791 New
BOSSRA
190
B.O.S.S. Retirement Advisors
Utah
$223K +$221K +4,739 New
GTAM
191
Global Trust Asset Management
Florida
$204K – – –
EGWAG
192
Elwood & Goetz Wealth Advisory Group
Georgia
$203K -$10.1K -216 -5%
EAM
193
Evanson Asset Management
California
$202K +$200K +4,304 New
ODA
194
One Degree Advisors
California
$202K +$200K +4,293 New
EWA
195
EP Wealth Advisors
California
$193K +$191K +4,107 New
Comerica Bank
196
Comerica Bank
Texas
$143K +$4.89K +105 +4%
WP
197
WealthShield Partners
North Carolina
$114K – – –
AF
198
Advisornet Financial
Minnesota
$104K +$43.5K +933 +73%
APC
199
Aspire Private Capital
North Carolina
$104K -$84.9K -1,822 -45%
PS
200
Principal Securities
Iowa
$102K +$101K +2,175 New