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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
LEFP
301
Leading Edge Financial Planning
Tennessee
$738K +$56.5K +1,175 +8%
IAN
302
Integrated Advisors Network
Texas
$729K +$379K +7,875 +107%
NWM
303
Navigoe Wealth Management
California
$722K – – –
SPWM
304
Straight Path Wealth Management
Michigan
$718K +$76.9K +1,598 +12%
SI
305
Stirlingshire Investments
New York
$711K +$128K +2,654 +22%
WCM
306
Warburton Capital Management
Oklahoma
$704K +$182K +3,787 +35%
CL
307
CLG LLC
California
$699K – – –
DFP
308
Donalies Financial Planning
District of Columbia
$697K -$1.64K -34 -0.2%
WN
309
Williams & Novak
California
$663K -$134K -2,793 -17%
RCAG
310
Rehmann Capital Advisory Group
Michigan
$650K -$60.5K -1,257 -8%
IFG
311
Independent Financial Group
California
$611K +$356K +7,402 +138%
EC
312
Eaton-Cambridge
Arizona
$609K – – –
DFS
313
Dixon Fnancial Services
California
$605K +$5.39K +112 +0.9%
WAM
314
Worth Asset Management
Texas
$602K +$605K +12,578 New
CSW
315
Cogent Strategic Wealth
Illinois
$591K +$71.7K +1,491 +14%
AWM
316
Accurate Wealth Management
Florida
$582K +$584K +12,132 New
VFG
317
Victory Financial Group
Texas
$568K +$41.6K +864 +8%
PFS
318
Prospera Financial Services
Texas
$567K +$570K +11,838 New
SCA
319
Strathmore Capital Advisors
North Carolina
$562K +$258K +5,369 +85%
RLIM
320
Red Lighthouse Investment Management
New York
$543K +$17K +353 +3%
SA
321
Stewardship Advisors
Pennsylvania
$543K +$20.4K +423 +4%
GJIA
322
Glass Jacobson Investment Advisors
Maryland
$520K +$1.35K +28 +0.3%
CWM
323
Core Wealth Management
Florida
$503K -$96 -2 -0%
TCIIS
324
TIAA-CREF Individual & Institutional Services
New York
$496K +$498K +10,360 New
VWA
325
Vistica Wealth Advisors
California
$495K -$2.98K -62 -0.6%
11 12
13
14 15