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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
SpringVest Wealth Management
Texas
$2.3M +$779K +16,364 +52%
TAM
177
TCP Asset Management
Ohio
$2.26M +$251K +5,277 +13%
SIS
178
Strategic Investment Solutions
Illinois
$2.24M -$230K -4,829 -9%
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$2.22M +$2.21M +46,331 New
SFS
180
Sowell Financial Services
Arkansas
$2.22M +$104K +2,188 +5%
I
181
INVST
Indiana
$2.21M +$345K +7,248 +19%
DWM
182
Dopkins Wealth Management
New York
$2.14M +$199K +4,187 +10%
SPA
183
Shore Point Advisors
New Jersey
$2.14M +$114K +2,395 +6%
PFA
184
Pillar Financial Advisors
Kentucky
$2.07M -$46.1K -968 -2%
IA
185
IFP Advisors
Florida
$2.06M -$10.7M -223,735 -84%
HTWM
186
Hartmann Taylor Wealth Management
Texas
$2.03M -$674K -14,150 -25%
WRPWM
187
Werba Rubin Papier Wealth Management
California
$1.98M +$686K +14,412 +54%
S4W
188
Solutions 4 Wealth
Texas
$1.97M -$30.7K -645 -2%
APW
189
Austin Private Wealth
Texas
$1.92M +$1.61M +33,708 +540%
SPI
190
Sutton Place Investors
New York
$1.85M -$77.3K -1,623 -4%
AIS
191
American Investment Services
Massachusetts
$1.79M -$42.4K -890 -2%
SWM
192
Sentinel Wealth Management
Virginia
$1.75M +$1.73M +36,411 New
QHA
193
Quarry Hill Advisors
Minnesota
$1.73M +$248K +5,201 +17%
Raymond James Financial
194
Raymond James Financial
Florida
$1.73M -$660K -13,861 -28%
WAN
195
Wealth Advisors Northwest
Oregon
$1.72M +$1.27M +26,584 +285%
Pathstone Holdings
196
Pathstone Holdings
New Jersey
$1.72M +$100K +2,102 +6%
SEIA
197
Signature Estate & Investment Advisors
California
$1.7M +$72.8K +1,528 +5%
Northern Trust
198
Northern Trust
Illinois
$1.69M +$1.67M +35,168 New
WANY
199
Wealthspire Advisors (New York)
New York
$1.66M +$797K +16,726 +94%
BIA
200
Barry Investment Advisors
Massachusetts
$1.63M +$308K +6,468 +24%