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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$4.92M +$219K +4,550 +5%
PPP
177
Prism Planning Partners
Illinois
$4.9M +$473K +9,824 +11%
UBS AM
178
UBS AM
Illinois
$4.87M +$4.89M +101,731 New
TWC
179
Tencap Wealth Coaching
Utah
$4.86M -$11.3K -234 -0.2%
KAS
180
Kestra Advisory Services
Texas
$4.78M +$484K +10,058 +11%
SAI
181
Savvy Advisors Inc
New York
$4.67M +$3.13M +65,093 +201%
Citigroup
182
Citigroup
New York
$4.59M +$1.19M +24,715 +35%
CWA
183
CogentBlue Wealth Advisors
Tennessee
$4.58M +$230K +4,779 +5%
AW
184
Aspirean Wealth
California
$4.52M +$304K +6,323 +7%
CA
185
Claris Advisors
Missouri
$4.51M +$396K +8,222 +10%
CWR
186
Chico Wealth RIA
California
$4.49M – – –
OFI
187
Outbound Financial Inc
Colorado
$4.49M +$52.7K +1,095 +1%
PAG
188
Private Advisor Group
New Jersey
$4.48M -$350K -7,283 -7%
AQR Capital Management
189
AQR Capital Management
Connecticut
$4.44M +$445K +9,247 +11%
FIA
190
Foundations Investment Advisors
Arizona
$4.35M -$336K -6,987 -7%
SPA
191
Shore Point Advisors
New Jersey
$4.28M +$34.5K +718 +0.8%
GLLW
192
Graves Light Lenhart Wealth
Virginia
$4.17M +$24.6K +511 +0.6%
SF
193
SeedSafe Financial
Texas
$4.02M -$914 -19 -0%
4WM
194
49 Wealth Management
Texas
$4M +$246K +5,115 +7%
PWIA
195
Porter White Investment Advisors
Alabama
$3.99M +$245K +5,089 +6%
VPWA
196
Vestia Personal Wealth Advisors
Indiana
$3.98M +$945K +19,652 +31%
I
197
INVST
Indiana
$3.9M +$714K +14,849 +22%
MMA
198
Miracle Mile Advisors
California
$3.7M -$1.77M -36,764 -32%
SFS
199
Sowell Financial Services
Arkansas
$3.69M +$256K +5,323 +7%
RA
200
RFG Advisory
Alabama
$3.64M +$17K +353 +0.5%