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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
176
Geometric Wealth Advisors
District of Columbia
$588K +$77.2K +1,645 +15%
WP
177
WMS Partners
Maryland
$573K +$123K +2,622 +27%
Morgan Stanley
178
Morgan Stanley
New York
$564K +$563K +11,998 New
OMC
179
Old Mission Capital
Illinois
$556K -$2.58M -54,964 -82%
AAS
180
Avantax Advisory Services
Texas
$547K +$280K +5,955 +105%
MWM
181
Modera Wealth Management
New Jersey
$525K -$7.46K -159 -1%
BCA
182
Bay Colony Advisors
Massachusetts
$508K +$7.6K +162 +2%
CC
183
Copperleaf Capital
North Carolina
$499K +$54.6K +1,163 +12%
TWCA
184
Two West Capital Advisors
Kansas
$493K +$492K +10,479 New
LFAS
185
Level Four Advisory Services
Texas
$485K +$484K +10,319 New
TC
186
TAGStone Capital
North Carolina
$483K +$482K +10,269 New
Cerity Partners
187
Cerity Partners
New York
$480K +$479K +10,203 New
LG
188
LAM Group
Oregon
$448K +$939 +20 +0.2%
AAM
189
Austin Asset Management
Texas
$419K -$101K -2,155 -19%
TWA
190
TCI Wealth Advisors
Arizona
$407K +$406K +8,654 New
WAP
191
Wealthcare Advisory Partners
Pennsylvania
$404K +$125K +2,669 +45%
SC
192
Shearwater Capital
Colorado
$403K – – –
PFA
193
Pinnacle Family Advisors
Missouri
$394K +$152K +3,228 +63%
CFO
194
Collective Family Office
Pennsylvania
$364K -$37.1K -791 -9%
SFS
195
Security Financial Services
Indiana
$352K +$31.2K +665 +10%
FS
196
Financial Symmetry
North Carolina
$345K +$43.2K +921 +14%
SWM
197
Spire Wealth Management
Virginia
$342K -$7.84K -167 -2%
VFP
198
Verus Financial Partners
Virginia
$341K -$17.2K -366 -5%
DFS
199
Dixon Fnancial Services
California
$336K +$12.9K +274 +4%
CW
200
CreativeOne Wealth
Kansas
$335K -$412K -8,776 -55%