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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
176
Avantax Advisory Services
Texas
$647K +$91K +1,918 +16%
BWM
177
Blossom Wealth Management
California
$643K +$37K +780 +6%
GJIA
178
Glass Jacobson Investment Advisors
Maryland
$640K -$237 -5 -0%
CWM
179
Core Wealth Management
Florida
$632K – – –
TWCA
180
Two West Capital Advisors
Kansas
$630K +$129K +2,720 +26%
SIG
181
Spinnaker Investment Group
California
$620K -$7.45K -157 -1%
HWM
182
HFG Wealth Management
Texas
$611K – – –
WP
183
WMS Partners
Maryland
$585K +$2.99K +63 +0.5%
Brown Advisory
184
Brown Advisory
Maryland
$550K +$547K +11,528 New
GWA
185
Geometric Wealth Advisors
District of Columbia
$524K -$73.2K -1,542 -12%
LFAS
186
Level Four Advisory Services
Texas
$482K -$5.46K -115 -1%
MWM
187
Modera Wealth Management
New Jersey
$482K -$51.1K -1,076 -10%
AAM
188
Austin Asset Management
Texas
$478K +$51.7K +1,090 +12%
TC
189
TAGStone Capital
North Carolina
$476K -$14.1K -297 -3%
Cerity Partners
190
Cerity Partners
New York
$474K -$12.7K -267 -3%
WAP
191
Wealthcare Advisory Partners
Pennsylvania
$474K +$63.1K +1,330 +15%
SPWM
192
Straight Path Wealth Management
Michigan
$454K -$4.76M -100,363 -91%
W
193
WorthPointe
California
$452K +$118K +2,477 +35%
C
194
CEDRUS
Colorado
$437K +$434K +9,151 New
PFA
195
Pinnacle Family Advisors
Missouri
$434K +$33.3K +702 +8%
KSWA
196
Kathleen S. Wright Associates
Pennsylvania
$423K +$104K +2,200 +33%
SC
197
Shearwater Capital
Colorado
$409K – – –
SAI
198
Savvy Advisors Inc
New York
$405K +$176K +3,709 +78%
DFS
199
Dixon Fnancial Services
California
$402K +$60.7K +1,278 +18%
LG
200
LAM Group
Oregon
$374K -$80.9K -1,705 -18%