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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Dopkins Wealth Management
New York
$1.64M +$1.66M +34,997 New
PA
177
PFG Advisors
Arizona
$1.63M -$7.38K -156 -0.4%
DWM
178
DecisionMap Wealth Management
Virginia
$1.62M +$1.63M +34,520 New
SEIA
179
Signature Estate & Investment Advisors
California
$1.58M +$1.26M +26,614 +380%
AWMM
180
Aegis Wealth Management (Maryland)
Maryland
$1.56M +$1.57M +33,208 New
SIC
181
Samalin Investment Counsel
New York
$1.52M +$23.5K +496 +2%
SIAG
182
Safeguard Investment Advisory Group
California
$1.47M +$160K +3,376 +12%
PWM
183
PBMares Wealth Management
Virginia
$1.45M +$232K +4,905 +19%
Pathstone Holdings
184
Pathstone Holdings
New Jersey
$1.43M +$11K +232 +0.8%
IFA
185
Index Fund Advisors
California
$1.43M +$301K +6,367 +26%
CCM
186
Cambridge Capital Management
Illinois
$1.4M +$1.1M +23,297 +356%
MFC
187
Morris Financial Concepts
South Carolina
$1.39M +$42.4K +896 +3%
AC
188
Applied Capital
Arkansas
$1.35M -$119K -2,510 -8%
MWM
189
Modera Wealth Management
New Jersey
$1.35M +$881K +18,631 +185%
NA
190
Nautilus Advisors
California
$1.33M +$1.34M +28,389 New
EWA
191
EverSource Wealth Advisors
Alabama
$1.3M +$39K +825 +3%
QHA
192
Quarry Hill Advisors
Minnesota
$1.24M +$86.6K +1,830 +7%
RCAG
193
Rehmann Capital Advisory Group
Michigan
$1.2M +$541K +11,438 +81%
SWM
194
SpringVest Wealth Management
Texas
$1.18M +$1.2M +25,265 New
SIM
195
Stratos Investment Management
Ohio
$1.16M +$1.17M +24,799 New
FWP
196
Firethorn Wealth Partners
Georgia
$1.15M +$138K +2,912 +13%
SW
197
Simplicity Wealth
New Jersey
$1.14M -$34.2K -722 -3%
PWIA
198
Porter White Investment Advisors
Alabama
$1.13M +$372K +7,855 +49%
B
199
BetterWealth
California
$1.11M +$228K +4,827 +26%
I
200
INVST
Indiana
$1.11M +$181K +3,833 +19%