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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S4W
201
Solutions 4 Wealth
Texas
$1.95M -$30.8K -639 -2%
KRW
202
Kaufman Rossin Wealth
Florida
$1.9M +$345K +7,179 +22%
WAN
203
Wealth Advisors Northwest
Oregon
$1.89M +$156K +3,234 +9%
VPWA
204
Vestia Personal Wealth Advisors
Indiana
$1.88M +$766K +15,916 +69%
CC
205
Copperleaf Capital
North Carolina
$1.87M +$352K +7,317 +23%
SPI
206
Sutton Place Investors
New York
$1.87M +$13.4K +278 +0.7%
IFA
207
Index Fund Advisors
California
$1.84M +$511K +10,609 +39%
SWM
208
Sentinel Wealth Management
Virginia
$1.78M +$25.7K +533 +1%
Pathstone Holdings
209
Pathstone Holdings
New Jersey
$1.72M -$5K -104 -0.3%
QHA
210
Quarry Hill Advisors
Minnesota
$1.71M -$29.2K -607 -2%
AWMM
211
Aegis Wealth Management (Maryland)
Maryland
$1.67M +$58.2K +1,210 +4%
WANY
212
Wealthspire Advisors (New York)
New York
$1.67M
FTUS
213
Flow Traders U.S.
New York
$1.65M +$632K +13,136 +62%
Northern Trust
214
Northern Trust
Illinois
$1.63M -$61.7K -1,282 -4%
FWP
215
Firethorn Wealth Partners
Georgia
$1.63M +$142K +2,945 +10%
MWM
216
Modera Wealth Management
New Jersey
$1.58M -$4.48K -93 -0.3%
AIS
217
American Investment Services
Massachusetts
$1.5M -$301K -6,260 -17%
MFC
218
Morris Financial Concepts
South Carolina
$1.47M +$37.5K +779 +3%
PA
219
PFG Advisors
Arizona
$1.46M +$231K +4,793 +19%
SIC
220
Samalin Investment Counsel
New York
$1.42M +$81.1K +1,686 +6%
SAM
221
Synergy Asset Management
Washington
$1.4M +$1.4M +29,067 New
FWM
222
Fonville Wealth Management
Virginia
$1.4M +$1.01M +21,055 +265%
SIAG
223
Safeguard Investment Advisory Group
California
$1.37M -$241K -5,012 -15%
DWM
224
DecisionMap Wealth Management
Virginia
$1.33M -$63.4K -1,317 -5%
AWP
225
Abacus Wealth Partners
California
$1.32M +$58.5K +1,216 +5%