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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
251
Capstone Wealth Management (Alabama)
Alabama
$1.51M +$249K +5,176 +20%
FWP
252
Firethorn Wealth Partners
Georgia
$1.47M +$76.7K +1,595 +5%
B
253
BetterWealth
California
$1.44M +$5.87K +122 +0.4%
MFC
254
Morris Financial Concepts
South Carolina
$1.43M +$41.6K +865 +3%
AWP
255
Abacus Wealth Partners
California
$1.42M +$26.5K +550 +2%
PA
256
PFG Advisors
Arizona
$1.41M +$121K +2,518 +9%
DWM
257
DecisionMap Wealth Management
Virginia
$1.4M +$82.7K +1,719 +6%
S4W
258
Solutions 4 Wealth
Texas
$1.39M -$51K -1,060 -4%
SIC
259
Samalin Investment Counsel
New York
$1.39M +$20.6K +429 +1%
JWM
260
JDH Wealth Management
California
$1.38M +$231K +4,798 +20%
CFP
261
Cypress Financial Planning
New Jersey
$1.36M +$62.5K +1,299 +5%
SAM
262
Smartleaf Asset Management
Massachusetts
$1.29M +$72.2K +1,500 +6%
CIA
263
Concurrent Investment Advisors
Florida
$1.29M +$1.3M +26,925 New
CSP
264
Cary Street Partners
Virginia
$1.29M +$190K +3,951 +17%
MFG
265
Merit Financial Group
Georgia
$1.28M +$1.05M +21,875 +447%
EWP
266
E-Wealth Partners
Minnesota
$1.28M +$62K +1,289 +5%
TWP
267
Triad Wealth Partners
Kansas
$1.27M +$703K +14,611 +122%
GWA
268
Geometric Wealth Advisors
District of Columbia
$1.26M +$32.8K +681 +3%
PAG
269
Poinciana Advisors Group
Florida
$1.25M +$150K +3,110 +14%
DFS
270
Demming Financial Services
Ohio
$1.21M -$18.7K -389 -2%
WTA
271
Washington Trust Advisors
Massachusetts
$1.17M +$195K +4,062 +20%
SIAG
272
Safeguard Investment Advisory Group
California
$1.14M -$154K -3,198 -12%
TWCA
273
Two West Capital Advisors
Kansas
$1.14M +$458K +9,513 +66%
CFG
274
CSP Financial Group
Arizona
$1.12M +$1.13M +23,461 New
EWA
275
Elevate Wealth Advisory
Georgia
$1.12M +$340K +7,059 +43%
9 10
11
12 13