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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
201
Silver Oak Securities
Tennessee
$181K +$181K +3,852 New
Comerica Bank
202
Comerica Bank
Texas
$138K -$4.93K -105 -3%
PS
203
Principal Securities
Iowa
$102K
DF
204
DecisionPoint Financial
Arizona
$74.7K
MG
205
Mather Group
Illinois
$70.7K +$70.7K +1,504 New
GRP
206
Global Retirement Partners
California
$62.9K +$62.8K +1,337 New
AF
207
Advisornet Financial
Minnesota
$47.3K -$56.9K -1,211 -55%
BTI
208
Blue Trust Inc
Georgia
$34.8K
VAG
209
VisionPoint Advisory Group
Texas
$30.4K +$30.4K +646 New
OCM
210
Orion Capital Management
California
$28.2K
MG
211
MilWealth Group
Wisconsin
$27K +$141 +3 +0.5%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$27K -$57.4K -1,222 -68%
MFT
213
Moisand Fitzgerald Tamayo
Florida
$25.9K
HI
214
Harbour Investments
Wisconsin
$10.2K -$7.33K -156 -42%
CMBA
215
C.M. Bidwell & Associates
Hawaii
$5.32K
GI
216
Gradient Investments
Minnesota
$4.66K
AWM
217
Angeles Wealth Management
California
$517 +$517 +11 New
GM
218
GeoWealth Management
Illinois
$34 +$47 +1 New
SFA
219
Sequoia Financial Advisors
Ohio
-$6.47M -137,669 Closed
GPWA
220
Great Point Wealth Advisors
Massachusetts
-$5.16M -109,687 Closed
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
-$2.43M -51,598 Closed
VFIC
222
Valley Forge Investment Consultants
Pennsylvania
-$1.32M -27,984 Closed
BOSSRA
223
B.O.S.S. Retirement Advisors
Utah
-$223K -4,739 Closed
EGWAG
224
Elwood & Goetz Wealth Advisory Group
Georgia
-$203K -4,317 Closed
EAM
225
Evanson Asset Management
California
-$202K -4,304 Closed