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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
226
USAdvisors Wealth Management
Minnesota
$874K +$1.79K +38 +0.2%
WANY
227
Wealthspire Advisors (New York)
New York
$847K – – –
TWCA
228
Two West Capital Advisors
Kansas
$839K -$70.5K -1,494 -8%
CWM
229
Core Wealth Management
Florida
$824K +$187K +3,957 +30%
KSWA
230
Kathleen S. Wright Associates
Pennsylvania
$803K – – –
AAS
231
Avantax Advisory Services
Texas
$772K -$54.9K -1,163 -7%
BWM
232
Blossom Wealth Management
California
$769K +$73.7K +1,560 +11%
FFWA
233
Forthright Family Wealth Advisory
Texas
$758K – – –
NL
234
NWAM LLC
Washington
$749K +$16.3K +345 +2%
FWS
235
FinDec Wealth Services
California
$728K -$7.45M -157,695 -91%
EWA
236
Elevate Wealth Advisory
Georgia
$728K -$159K -3,370 -18%
NWM
237
Navigoe Wealth Management
California
$716K – – –
JWM
238
JDH Wealth Management
California
$692K +$183K +3,879 +36%
HWM
239
HFG Wealth Management
Texas
$688K +$55.1K +1,168 +9%
TC
240
TAGStone Capital
North Carolina
$682K -$26.4K -560 -4%
KAM
241
KEB Asset Management
Illinois
$674K +$331K +7,008 +98%
BOSSRA
242
B.O.S.S. Retirement Advisors
Utah
$670K -$28.2K -597 -4%
FS
243
Financial Symmetry
North Carolina
$642K +$62.3K +1,319 +11%
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$632K +$194K +4,102 +45%
GJIA
245
Glass Jacobson Investment Advisors
Maryland
$603K – – –
CL
246
CLG LLC
California
$599K – – –
SA
247
Stewardship Advisors
Pennsylvania
$586K +$109K +2,301 +23%
CWMA
248
Capstone Wealth Management (Alabama)
Alabama
$568K +$31.3K +663 +6%
BIG
249
Brookwood Investment Group
Arizona
$558K +$555K +11,745 New
GWA
250
Geometric Wealth Advisors
District of Columbia
$537K -$83K -1,758 -13%
8 9
10
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