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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
276
MGO One Seven
Ohio
$947K +$136K +2,822 +17%
BWM
277
Blossom Wealth Management
California
$887K -$20.7K -430 -2%
UWM
278
USAdvisors Wealth Management
Minnesota
$877K +$36.3K +753 +4%
GWM
279
Geneos Wealth Management
Colorado
$855K +$45.9K +953 +6%
HWM
280
HB Wealth Management
Georgia
$816K -$10.2K -212 -1%
NA
281
Nautilus Advisors
California
$802K +$21.5K +447 +3%
NL
282
NWAM LLC
Washington
$801K +$9.88K +205 +1%
WN
283
Williams & Novak
California
$798K +$11.3K +234 +1%
TFO
284
Timonier Family Office
North Carolina
$793K +$797K +16,542 New
EWA
285
Elevate Wealth Advisory
Georgia
$786K +$73.7K +1,529 +10%
TC
286
TAGStone Capital
North Carolina
$781K +$116K +2,415 +17%
BRPW
287
Ballast Rock Private Wealth
South Carolina
$778K +$782K +16,229 New
FFWA
288
Forthright Family Wealth Advisory
Texas
$764K – – –
CPA
289
Cardiff Park Advisors
California
$759K +$8.58K +178 +1%
KF
290
Krilogy Financial
Missouri
$732K – – –
NWM
291
Navigoe Wealth Management
California
$723K – – –
HWA
292
HMV Wealth Advisors
Louisiana
$716K +$124K +2,565 +21%
RCAG
293
Rehmann Capital Advisory Group
Michigan
$712K -$28.4K -590 -4%
ATPW
294
Ashton Thomas Private Wealth
Arizona
$709K +$33.7K +699 +5%
HWM
295
HFG Wealth Management
Texas
$705K +$23.4K +485 +3%
MWM
296
Mission Wealth Management
California
$700K +$703K +14,594 New
CL
297
CLG LLC
California
$700K +$25.6K +532 +4%
DFP
298
Donalies Financial Planning
District of Columbia
$699K +$703K +14,583 New
EFG
299
Ethos Financial Group
Pennsylvania
$692K -$30.6K -634 -4%
PFA
300
Pinnacle Family Advisors
Missouri
$689K +$149K +3,089 +27%
10 11
12
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