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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PF
201
Penney Financial
Texas
$3.96M +$3.97M +82,902 New
SFS
202
Sowell Financial Services
Arkansas
$3.88M +$206K +4,307 +6%
RA
203
RFG Advisory
Alabama
$3.88M +$252K +5,254 +7%
SF
204
SeedSafe Financial
Texas
$3.8M -$218K -4,553 -5%
CW
205
CreativeOne Wealth
Kansas
$3.75M -$1.77M -37,056 -32%
MMA
206
Miracle Mile Advisors
California
$3.67M -$22.5K -470 -0.6%
MGW
207
MB Generational Wealth
Washington
$3.59M +$635K +13,264 +21%
AWA
208
Arkadios Wealth Advisors
Georgia
$3.48M +$899K +18,769 +35%
GVAG
209
Great Valley Advisor Group
Delaware
$3.45M +$14.8K +309 +0.4%
AWA
210
Acorn Wealth Advisors
Michigan
$3.44M +$231K +4,829 +7%
TAM
211
TCP Asset Management
Ohio
$3.4M +$558K +11,661 +20%
APC
212
Aspire Private Capital
North Carolina
$3.4M +$867K +18,099 +34%
KRW
213
Kaufman Rossin Wealth
Florida
$3.31M +$455K +9,513 +16%
MML Investors Services
214
MML Investors Services
Massachusetts
$3.27M +$880K +18,385 +37%
Creative Planning
215
Creative Planning
Kansas
$3.11M -$46.7K -976 -1%
PA
216
Powerhouse Assets
Massachusetts
$3.05M -$212K -4,424 -6%
EWA
217
EverSource Wealth Advisors
Alabama
$3.01M -$2.79M -58,194 -48%
KFAS
218
Keating Financial Advisory Services
Kansas
$2.92M +$604K +12,615 +26%
Cerity Partners
219
Cerity Partners
New York
$2.9M +$128K +2,672 +5%
HNWA
220
Henrickson Nauta Wealth Advisors
Michigan
$2.84M -$139K -2,912 -5%
SAG
221
SageView Advisory Group
California
$2.79M -$187K -3,901 -6%
Jones Financial Companies
222
Jones Financial Companies
Missouri
$2.78M +$299K +6,247 +12%
BTWM
223
Baker Tilly Wealth Management
Wisconsin
$2.77M +$809K +16,894 +41%
PA
224
ProCore Advisors
California
$2.73M +$29.5K +617 +1%
WAN
225
Wealth Advisors Northwest
Oregon
$2.72M +$698K +14,588 +34%