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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFC
201
Morris Financial Concepts
South Carolina
$1.45M +$41.3K +875 +3%
FTUS
202
Flow Traders U.S.
New York
$1.4M +$1.39M +29,514 New
IFA
203
Index Fund Advisors
California
$1.35M -$106K -2,241 -7%
FWP
204
Firethorn Wealth Partners
Georgia
$1.32M +$159K +3,375 +14%
BIA
205
Barry Investment Advisors
Massachusetts
$1.31M +$211K +4,464 +19%
AC
206
Applied Capital
Arkansas
$1.3M -$70.3K -1,489 -5%
WRPWM
207
Werba Rubin Papier Wealth Management
California
$1.27M +$1.26M +26,748 New
RCAG
208
Rehmann Capital Advisory Group
Michigan
$1.25M +$35.9K +761 +3%
JP Morgan Chase
209
JP Morgan Chase
New York
$1.25M +$295K +6,257 +31%
GWM
210
Geneos Wealth Management
Colorado
$1.24M +$780K +16,530 +207%
B
211
BetterWealth
California
$1.2M +$67.4K +1,427 +6%
KIM
212
Kestra Investment Management
Texas
$1.16M +$1.15M +24,300 +12,789%
W
213
WorthPointe
California
$1.16M +$345K +7,299 +43%
OMC
214
Old Mission Capital
Illinois
$1.14M +$1.13M +23,938 New
FFM
215
Forum Financial Management
Illinois
$1.12M -$691K -14,626 -38%
MEG
216
Millstone Evans Group
Colorado
$1.06M +$55.4K +1,173 +6%
HW
217
Hancock Whitney
Mississippi
$1.06M +$1.06M +22,363 New
AWS
218
Atria Wealth Solutions
New York
$1.04M +$205K +4,338 +25%
PF
219
PlanWiser Financial
Colorado
$1.02M +$1.01M +21,395 New
VPWA
220
Vestia Personal Wealth Advisors
Indiana
$1M +$51K +1,080 +5%
SAM
221
Smartleaf Asset Management
Massachusetts
$1,000K +$4.49K +95 +0.5%
KAM
222
Kraft Asset Management
Tennessee
$991K -$15.6K -330 -2%
EFG
223
Ethos Financial Group
Pennsylvania
$949K
NA
224
Nautilus Advisors
California
$902K -$444K -9,411 -33%
CC
225
Copperleaf Capital
North Carolina
$885K -$60.2K -1,276 -6%