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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
276
Blossom Wealth Management
California
$887K -$20.7K -430 -2%
UWM
277
USAdvisors Wealth Management
Minnesota
$877K +$36.3K +753 +4%
GWM
278
Geneos Wealth Management
Colorado
$855K +$45.9K +953 +6%
HWM
279
HB Wealth Management
Georgia
$816K -$10.2K -212 -1%
NA
280
Nautilus Advisors
California
$802K +$21.5K +447 +3%
NL
281
NWAM LLC
Washington
$801K +$9.88K +205 +1%
WN
282
Williams & Novak
California
$798K +$11.3K +234 +1%
TFO
283
Timonier Family Office
North Carolina
$793K +$797K +16,542 New
EWA
284
Elevate Wealth Advisory
Georgia
$786K +$73.7K +1,529 +10%
TC
285
TAGStone Capital
North Carolina
$781K +$116K +2,415 +17%
BRPW
286
Ballast Rock Private Wealth
South Carolina
$778K +$782K +16,229 New
FFWA
287
Forthright Family Wealth Advisory
Texas
$764K – – –
CPA
288
Cardiff Park Advisors
California
$759K +$8.58K +178 +1%
KF
289
Krilogy Financial
Missouri
$732K – – –
NWM
290
Navigoe Wealth Management
California
$723K – – –
HWA
291
HMV Wealth Advisors
Louisiana
$716K +$124K +2,565 +21%
RCAG
292
Rehmann Capital Advisory Group
Michigan
$712K -$28.4K -590 -4%
ATPW
293
Ashton Thomas Private Wealth
Arizona
$709K +$33.7K +699 +5%
HWM
294
HFG Wealth Management
Texas
$705K +$23.4K +485 +3%
MWM
295
Mission Wealth Management
California
$700K +$703K +14,594 New
CL
296
CLG LLC
California
$700K +$25.6K +532 +4%
DFP
297
Donalies Financial Planning
District of Columbia
$699K +$703K +14,583 New
EFG
298
Ethos Financial Group
Pennsylvania
$692K -$30.6K -634 -4%
PFA
299
Pinnacle Family Advisors
Missouri
$689K +$149K +3,089 +27%
TWCA
300
Two West Capital Advisors
Kansas
$686K +$48.7K +1,011 +8%
10 11
12
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