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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
WN
251
Williams & Novak
California
$791K +$125K +2,601 +19%
NA
252
Nautilus Advisors
California
$785K +$626 +13 +0.1%
FFWA
253
Forthright Family Wealth Advisory
Texas
$768K +$96 +2 +0%
CPA
254
Cardiff Park Advisors
California
$754K +$5.82K +121 +0.8%
RCAG
255
Rehmann Capital Advisory Group
Michigan
$743K -$503K -10,445 -40%
KF
256
Krilogy Financial
Missouri
$734K +$241K +5,018 +49%
NWM
257
Navigoe Wealth Management
California
$726K – – –
EFG
258
Ethos Financial Group
Pennsylvania
$726K -$30.8K -639 -4%
EWA
259
Elevate Wealth Advisory
Georgia
$716K – – –
LEFP
260
Leading Edge Financial Planning
Tennessee
$708K +$74.8K +1,555 +12%
WCWM
261
Willow Creek Wealth Management
California
$700K +$699K +14,532 New
HWM
262
HFG Wealth Management
Texas
$686K -$31.4K -652 -4%
FFM
263
Forum Financial Management
Illinois
$685K -$106K -2,208 -13%
ATPW
264
Ashton Thomas Private Wealth
Arizona
$679K -$227K -4,707 -25%
CL
265
CLG LLC
California
$678K +$70.3K +1,460 +12%
CSP
266
Cary Street Partners
Virginia
$669K +$116K +2,404 +21%
TC
267
TAGStone Capital
North Carolina
$668K -$34.2K -711 -5%
BOSSRA
268
B.O.S.S. Retirement Advisors
Utah
$654K +$7.51K +156 +1%
SPWM
269
Straight Path Wealth Management
Michigan
$653K +$302K +6,283 +87%
TWCA
270
Two West Capital Advisors
Kansas
$643K -$9.77K -203 -2%
FS
271
Financial Symmetry
North Carolina
$642K -$29.3K -609 -4%
GJIA
272
Glass Jacobson Investment Advisors
Maryland
$623K -$16.4K -341 -3%
SWA
273
Stratos Wealth Advisors
Ohio
$612K +$174K +3,606 +40%
TCM
274
Tassel Capital Management
North Carolina
$608K -$433K -8,997 -42%
HWA
275
HMV Wealth Advisors
Louisiana
$596K +$77.7K +1,615 +15%
9 10
11
12 13