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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Powerhouse Assets
Massachusetts
$3.27M +$286K +5,953 +10%
AWA
202
Acorn Wealth Advisors
Michigan
$3.22M +$96.2K +2,000 +3%
Creative Planning
203
Creative Planning
Kansas
$3.17M +$2.85M +59,281 +857%
MSF
204
Mustard Seed Financial
Arkansas
$3.03M +$987K +20,516 +48%
HNWA
205
Henrickson Nauta Wealth Advisors
Michigan
$2.98M -$3.04M -63,244 -50%
SAG
206
SageView Advisory Group
California
$2.98M -$150K -3,125 -5%
MGW
207
MB Generational Wealth
Washington
$2.96M +$432K +8,975 +17%
BJB
208
Broadhurst Jeffrey B
$2.92M +$69K +1,435 +2%
KRW
209
Kaufman Rossin Wealth
Florida
$2.87M +$759K +15,768 +36%
TAM
210
TCP Asset Management
Ohio
$2.85M +$358K +7,440 +14%
Cerity Partners
211
Cerity Partners
New York
$2.78M +$2.79M +58,091 New
PA
212
ProCore Advisors
California
$2.71M -$499K -10,379 -15%
FOA
213
Five Oceans Advisors
California
$2.7M -$8.42K -175 -0.3%
AWA
214
Arkadios Wealth Advisors
Georgia
$2.59M +$2.6M +54,009 New
APC
215
Aspire Private Capital
North Carolina
$2.54M -$222K -4,611 -8%
AWM
216
Apollon Wealth Management
South Carolina
$2.51M -$144 -3 -0%
TWA
217
TCI Wealth Advisors
Arizona
$2.5M -$101K -2,091 -4%
Jones Financial Companies
218
Jones Financial Companies
Missouri
$2.47M +$531K +11,039 +27%
HFA
219
Hippocratic Financial Advisors
California
$2.44M -$387K -8,040 -14%
WUW
220
Wheels Up Wealth
California
$2.44M -$23.8K -494 -1%
MML Investors Services
221
MML Investors Services
Massachusetts
$2.4M -$712K -14,808 -23%
DWM
222
Dopkins Wealth Management
New York
$2.33M +$55.7K +1,158 +2%
KFAS
223
Keating Financial Advisory Services
Kansas
$2.32M +$559K +11,622 +32%
TCM
224
Tassel Capital Management
North Carolina
$2.29M +$2.3M +47,782 New
IA
225
IFP Advisors
Florida
$2.24M +$65.5K +1,361 +3%