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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
176
Kestra Advisory Services
Texas
$4.3M +$1.24M +25,694 +40%
SPA
177
Shore Point Advisors
New Jersey
$4.25M +$992K +20,583 +30%
SFP
178
SwitchPoint Financial Planning
Utah
$4.24M +$258K +5,346 +6%
AW
179
Aspirean Wealth
California
$4.23M +$4.25M +88,142 New
GLLW
180
Graves Light Lenhart Wealth
Virginia
$4.15M +$42.7K +887 +1%
SW
181
Simplicity Wealth
New Jersey
$4.15M -$1.6M -33,267 -28%
CA
182
Claris Advisors
Missouri
$4.13M +$1.4M +29,138 +51%
SF
183
SeedSafe Financial
Texas
$4.03M +$4.05M +84,049 New
AQR Capital Management
184
AQR Capital Management
Connecticut
$4M +$640K +13,289 +19%
DWM
185
Diversify Wealth Management
Utah
$3.96M +$261K +5,419 +7%
BAM
186
BOS Asset Management
Illinois
$3.93M +$989K +20,531 +33%
SWM
187
SpringVest Wealth Management
Texas
$3.83M +$49.3K +1,023 +1%
4WM
188
49 Wealth Management
Texas
$3.76M +$3.78M +78,456 New
PWIA
189
Porter White Investment Advisors
Alabama
$3.76M +$491K +10,196 +15%
RA
190
RFG Advisory
Alabama
$3.63M -$74.2K -1,540 -2%
XPN
191
XY Planning Network
Montana
$3.59M +$271K +5,614 +8%
GVAG
192
Great Valley Advisor Group
Delaware
$3.45M -$359K -7,450 -9%
SFS
193
Sowell Financial Services
Arkansas
$3.44M +$630K +13,079 +22%
Citigroup
194
Citigroup
New York
$3.41M +$350K +7,264 +11%
FWM
195
Fonville Wealth Management
Virginia
$3.4M +$2.02M +41,851 +144%
PA
196
ProCore Advisors
California
$3.21M +$3.23M +67,020 New
I
197
INVST
Indiana
$3.19M +$731K +15,174 +30%
IFA
198
Index Fund Advisors
California
$3.15M +$1.33M +27,565 +72%
SAG
199
SageView Advisory Group
California
$3.13M +$121K +2,503 +4%
AWA
200
Acorn Wealth Advisors
Michigan
$3.12M -$369K -7,662 -11%