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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
201
WorthPointe
California
$329K +$7.04K +150 +2%
HH
202
Hilltop Holdings
Texas
$323K – – –
IFPG
203
Intrepid Financial Planning Group
Indiana
$316K – – –
KSWA
204
Kathleen S. Wright Associates
Pennsylvania
$313K – – –
MC
205
Matisse Capital
Oregon
$306K – – –
TC
206
TownSquare Capital
Utah
$300K -$8.26K -176 -3%
CSPIA
207
Cary Street Partners Investment Advisory
Virginia
$291K +$290K +6,187 New
CPA
208
Capital Performance Advisors
California
$275K +$275K +5,850 New
CAM
209
Concorde Asset Management
Michigan
$266K +$266K +5,669 New
SWM
210
Seaside Wealth Management
California
$263K +$2.63K +56 +1%
CFGS
211
Concourse Financial Group Securities
Alabama
$251K – – –
FTIS
212
First Trust Investment Solutions
Florida
$250K +$250K +5,318 New
HSG
213
Helen Stephens Group
Texas
$241K +$1.55K +33 +0.6%
AHL
214
Abel Hall LLC
Louisiana
$232K -$98.4K -2,097 -30%
ODA
215
One Degree Advisors
California
$227K +$227K +4,836 New
SAI
216
Savvy Advisors Inc
New York
$225K +$12.2K +259 +6%
SWM
217
Selective Wealth Management
Virginia
$222K -$25K -532 -10%
BDWCC
218
B&D White Capital Company
Texas
$221K -$7.79K -166 -3%
WTA
219
Washington Trust Advisors
Massachusetts
$208K +$208K +4,430 New
DADC
220
D.A. Davidson & Co
Montana
$202K +$201K +4,290 New
GTAM
221
Global Trust Asset Management
Florida
$194K +$94 +2 +0%
SOS
222
Silver Oak Securities
Tennessee
$193K +$11.6K +248 +6%
Comerica Bank
223
Comerica Bank
Texas
$138K – – –
PS
224
Principal Securities
Iowa
$102K – – –
GRP
225
Global Retirement Partners
California
$63.6K +$751 +16 +1%