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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
176
Prism Planning Partners
Illinois
$4.9M +$473K +9,824 +11%
UBS AM
177
UBS AM
Illinois
$4.87M +$4.89M +101,731 New
TWC
178
Tencap Wealth Coaching
Utah
$4.86M -$11.3K -234 -0.2%
KAS
179
Kestra Advisory Services
Texas
$4.78M +$484K +10,058 +11%
SAI
180
Savvy Advisors Inc
New York
$4.67M +$3.13M +65,093 +201%
Citigroup
181
Citigroup
New York
$4.59M +$1.19M +24,715 +35%
CWA
182
CogentBlue Wealth Advisors
Tennessee
$4.58M +$230K +4,779 +5%
AW
183
Aspirean Wealth
California
$4.52M +$304K +6,323 +7%
CA
184
Claris Advisors
Missouri
$4.51M +$396K +8,222 +10%
CWR
185
Chico Wealth RIA
California
$4.49M
OFI
186
Outbound Financial Inc
Colorado
$4.49M +$52.7K +1,095 +1%
PAG
187
Private Advisor Group
New Jersey
$4.48M -$350K -7,283 -7%
AQR Capital Management
188
AQR Capital Management
Connecticut
$4.44M +$445K +9,247 +11%
FIA
189
Foundations Investment Advisors
Arizona
$4.35M -$336K -6,987 -7%
SPA
190
Shore Point Advisors
New Jersey
$4.28M +$34.5K +718 +0.8%
GLLW
191
Graves Light Lenhart Wealth
Virginia
$4.17M +$24.6K +511 +0.6%
SF
192
SeedSafe Financial
Texas
$4.02M -$914 -19 -0%
4WM
193
49 Wealth Management
Texas
$4M +$246K +5,115 +7%
PWIA
194
Porter White Investment Advisors
Alabama
$3.99M +$245K +5,089 +6%
VPWA
195
Vestia Personal Wealth Advisors
Indiana
$3.98M +$945K +19,652 +31%
I
196
INVST
Indiana
$3.9M +$714K +14,849 +22%
MMA
197
Miracle Mile Advisors
California
$3.7M -$1.77M -36,764 -32%
SFS
198
Sowell Financial Services
Arkansas
$3.69M +$256K +5,323 +7%
RA
199
RFG Advisory
Alabama
$3.64M +$17K +353 +0.5%
GVAG
200
Great Valley Advisor Group
Delaware
$3.45M -$1.3K -27 -0%