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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
176
CogentBlue Wealth Advisors
Tennessee
$1.95M +$155K +3,277 +9%
TCM
177
Tassel Capital Management
North Carolina
$1.93M +$1.92M +40,561 New
DWM
178
Dopkins Wealth Management
New York
$1.92M +$257K +5,441 +16%
MWA
179
Mills Wealth Advisors
Texas
$1.92M +$1.91M +40,423 New
GVAG
180
Great Valley Advisor Group
Delaware
$1.91M +$32.4K +686 +2%
SPI
181
Sutton Place Investors
New York
$1.91M +$19.3K +409 +1%
I
182
INVST
Indiana
$1.85M +$721K +15,279 +65%
LOPW
183
Live Oak Private Wealth
North Carolina
$1.83M +$1.46M +31,026 +416%
AIS
184
American Investment Services
Massachusetts
$1.82M +$99.9K +2,116 +6%
PWM
185
PBMares Wealth Management
Virginia
$1.74M +$261K +5,535 +18%
ACM
186
Aspen Capital Management
Idaho
$1.74M +$1.73M +36,550 New
Citigroup
187
Citigroup
New York
$1.68M +$1.08M +22,879 +182%
PA
188
PFG Advisors
Arizona
$1.62M -$32.5K -688 -2%
SEIA
189
Signature Estate & Investment Advisors
California
$1.61M +$9.44K +200 +0.6%
Pathstone Holdings
190
Pathstone Holdings
New Jersey
$1.6M +$145K +3,080 +10%
AWMM
191
Aegis Wealth Management (Maryland)
Maryland
$1.59M +$11.8K +250 +0.8%
SIAG
192
Safeguard Investment Advisory Group
California
$1.59M +$98.4K +2,084 +7%
EWA
193
EverSource Wealth Advisors
Alabama
$1.59M +$274K +5,798 +21%
KRW
194
Kaufman Rossin Wealth
Florida
$1.59M -$289K -6,130 -16%
SIC
195
Samalin Investment Counsel
New York
$1.56M +$14.4K +305 +0.9%
MWM
196
Modera Wealth Management
New Jersey
$1.54M +$179K +3,784 +13%
CCM
197
Cambridge Capital Management
Illinois
$1.51M +$95.1K +2,015 +7%
SWM
198
SpringVest Wealth Management
Texas
$1.5M +$295K +6,254 +25%
DWM
199
DecisionMap Wealth Management
Virginia
$1.49M -$146K -3,092 -9%
TC
200
TownSquare Capital
Utah
$1.47M +$1.46M +30,913 New