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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
326
TAGStone Capital
North Carolina
$611K -$162K -3,376 -21%
EC
327
Eaton-Cambridge
Arizona
$611K +$3.64K +76 +0.6%
VFG
328
Victory Financial Group
Texas
$605K +$39K +815 +7%
AWM
329
AE Wealth Management
Kansas
$577K +$162K +3,384 +39%
SA
330
Stewardship Advisors
Pennsylvania
$567K +$25.5K +533 +5%
HA
331
Herold Advisors
New York
$551K +$553K +11,548 New
CSW
332
Cogent Strategic Wealth
Illinois
$543K -$46.2K -964 -8%
RLIM
333
Red Lighthouse Investment Management
New York
$541K – – –
VWA
334
Vistica Wealth Advisors
California
$531K +$37.7K +787 +8%
GJIA
335
Glass Jacobson Investment Advisors
Maryland
$525K +$5.75K +120 +1%
MAM
336
McLean Asset Management
Virginia
$501K +$507K +10,598 New
CSPIA
337
Cary Street Partners Investment Advisory
Virginia
$497K +$182K +3,803 +58%
TP
338
Trailhead Planners
Minnesota
$490K +$492K +10,269 New
HWM
339
HFG Wealth Management
Texas
$489K -$250K -5,231 -34%
CWM
340
Core Wealth Management
Florida
$474K -$27.9K -583 -6%
AFC
341
Avise Financial Cooperative
California
$455K +$456K +9,522 New
FWI
342
Facet Wealth Inc
Maryland
$436K -$40.5K -846 -8%
FFM
343
Forum Financial Management
Illinois
$430K -$2.15K -45 -0.5%
O3W
344
Omni 360 Wealth
New Jersey
$419K +$5.27K +110 +1%
LFA
345
Lauterbach Financial Advisors
Texas
$416K +$19.3K +404 +5%
EFG
346
Everest Financial Group
Minnesota
$408K -$64.8K -1,354 -14%
MWM
347
McCartney Wealth Management
Missouri
$398K +$17.9K +374 +5%
PFA
348
Pinnacle Family Advisors
Missouri
$393K -$85.4K -1,784 -18%
SWP
349
Stratos Wealth Partners
Ohio
$391K +$392K +8,188 New
HNB
350
Huntington National Bank
Ohio
$387K – – –
12 13
14
15 16