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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRW
201
Nova R Wealth
Kansas
$1M +$1.01M +21,407 New
KAM
202
Kraft Asset Management
Tennessee
$994K +$681K +14,389 +211%
MEG
203
Millstone Evans Group
Colorado
$993K +$1M +21,192 New
SAM
204
Smartleaf Asset Management
Massachusetts
$982K +$157K +3,311 +19%
PP
205
PrairieView Partners
Minnesota
$972K +$982K +20,747 New
EFG
206
Ethos Financial Group
Pennsylvania
$949K -$9.75K -206 -1%
JP Morgan Chase
207
JP Morgan Chase
New York
$939K -$210K -4,444 -18%
VPWA
208
Vestia Personal Wealth Advisors
Indiana
$938K +$44.1K +932 +5%
CC
209
Copperleaf Capital
North Carolina
$933K +$227K +4,790 +32%
TWCA
210
Two West Capital Advisors
Kansas
$905K +$289K +6,114 +46%
EWA
211
Elevate Wealth Advisory
Georgia
$876K
UWM
212
USAdvisors Wealth Management
Minnesota
$860K +$26.4K +558 +3%
Raymond James Financial
213
Raymond James Financial
Florida
$839K +$847K +17,898 New
WANY
214
Wealthspire Advisors (New York)
New York
$836K +$844K +17,832 New
AWS
215
Atria Wealth Solutions
New York
$823K -$13.4K -284 -2%
AAS
216
Avantax Advisory Services
Texas
$816K +$183K +3,864 +29%
W
217
WorthPointe
California
$800K +$359K +7,587 +80%
KSWA
218
Kathleen S. Wright Associates
Pennsylvania
$792K +$380K +8,030 +91%
FFWA
219
Forthright Family Wealth Advisory
Texas
$748K +$13.5K +286 +2%
NL
220
NWAM LLC
Washington
$722K +$34.6K +732 +5%
NWM
221
Navigoe Wealth Management
California
$707K +$714K +15,085 New
TC
222
TAGStone Capital
North Carolina
$699K +$234K +4,941 +50%
BOSSRA
223
B.O.S.S. Retirement Advisors
Utah
$689K +$696K +14,702 New
BWM
224
Blossom Wealth Management
California
$686K +$54.4K +1,149 +9%
HWM
225
HFG Wealth Management
Texas
$645K +$23.8K +502 +4%