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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
201
TCI Wealth Advisors
Arizona
$371K -$42.2K -890 -10%
FS
202
Financial Symmetry
North Carolina
$354K +$3.37K +71 +1%
GWM
203
Geneos Wealth Management
Colorado
$352K +$336K +7,076 +2,399%
VFP
204
Verus Financial Partners
Virginia
$348K +$759 +16 +0.2%
SA
205
Stewardship Advisors
Pennsylvania
$341K +$339K +7,135 New
SEIA
206
Signature Estate & Investment Advisors
California
$334K +$332K +7,000 New
HH
207
Hilltop Holdings
Texas
$328K – – –
KAM
208
Kraft Asset Management
Tennessee
$325K +$323K +6,806 New
Citigroup
209
Citigroup
New York
$324K +$322K +6,794 New
CSPIA
210
Cary Street Partners Investment Advisory
Virginia
$324K +$28.8K +606 +10%
IFPG
211
Intrepid Financial Planning Group
Indiana
$315K -$5.22K -110 -2%
CCM
212
Cambridge Capital Management
Illinois
$313K +$311K +6,553 New
MC
213
Matisse Capital
Oregon
$310K – – –
TWM
214
TCFG Wealth Management
California
$290K +$289K +6,083 New
JSW
215
Journey Strategic Wealth
New Jersey
$290K +$289K +6,081 New
SWM
216
Seaside Wealth Management
California
$282K +$14.6K +308 +6%
HSG
217
Helen Stephens Group
Texas
$270K +$25.1K +529 +10%
CPA
218
Capital Performance Advisors
California
$257K -$22.5K -475 -8%
FTIS
219
First Trust Investment Solutions
Florida
$254K – – –
CFGS
220
Concourse Financial Group Securities
Alabama
$244K -$11.2K -237 -4%
AHL
221
Abel Hall LLC
Louisiana
$237K +$1.28K +27 +0.5%
CAM
222
Concorde Asset Management
Michigan
$227K -$43.7K -921 -16%
SWM
223
Selective Wealth Management
Virginia
$224K – – –
BDWCC
224
B&D White Capital Company
Texas
$222K -$2.8K -59 -1%
SOS
225
Silver Oak Securities
Tennessee
$220K +$24.1K +507 +12%