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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
201
MML Investors Services
Massachusetts
$3.11M -$230K -4,771 -7%
VPWA
202
Vestia Personal Wealth Advisors
Indiana
$3.04M +$1.17M +24,292 +62%
PA
203
Powerhouse Assets
Massachusetts
$2.99M +$3M +62,295 New
BJB
204
Broadhurst Jeffrey B
$2.85M +$2.87M +59,497 New
HFA
205
Hippocratic Financial Advisors
California
$2.83M -$33.4K -693 -1%
APC
206
Aspire Private Capital
North Carolina
$2.77M -$50.7K -1,052 -2%
FOA
207
Five Oceans Advisors
California
$2.71M +$1.25K +26 +0%
APW
208
Austin Private Wealth
Texas
$2.66M +$297K +6,155 +12%
TWA
209
TCI Wealth Advisors
Arizona
$2.61M +$11.4K +237 +0.4%
MCA
210
Maryland Capital Advisors
Maryland
$2.58M
MGW
211
MB Generational Wealth
Washington
$2.53M +$2.55M +52,854 New
FWMP
212
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.53M -$240K -4,990 -9%
AWM
213
Apollon Wealth Management
South Carolina
$2.51M -$466K -9,667 -16%
Jane Street
214
Jane Street
New York
$2.51M +$2.52M +52,351 New
TAM
215
TCP Asset Management
Ohio
$2.5M +$86.6K +1,798 +4%
WUW
216
Wheels Up Wealth
California
$2.47M +$2.48M +51,459 New
BIA
217
Barry Investment Advisors
Massachusetts
$2.34M +$323K +6,704 +16%
DWM
218
Dopkins Wealth Management
New York
$2.27M +$103K +2,135 +5%
NFP
219
Narus Financial Partners
Utah
$2.24M -$146K -3,023 -6%
RWM
220
Rockwood Wealth Management
Pennsylvania
$2.21M -$96.5K -2,002 -4%
IA
221
IFP Advisors
Florida
$2.18M -$85.5K -1,775 -4%
AWMNH
222
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.16M -$61K -1,265 -3%
KRW
223
Kaufman Rossin Wealth
Florida
$2.12M +$225K +4,660 +12%
MSF
224
Mustard Seed Financial
Arkansas
$2.05M +$770K +15,973 +59%
HTWM
225
Hartmann Taylor Wealth Management
Texas
$2.01M -$106K -2,190 -5%