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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
351
EP Wealth Advisors
California
$283K +$284K +5,894 New
CF
352
Claris Financial
Virginia
$282K +$284K +5,886 New
LCWP
353
Legacy Capital Wealth Partners
Arkansas
$268K -$102K -2,122 -28%
LG
354
LAM Group
Oregon
$267K -$108K -2,250 -29%
IFG
355
Independent Financial Group
California
$257K +$258K +5,361 New
CWM
356
Capstone Wealth Management
Montana
$256K +$257K +5,328 New
BIG
357
Builder Investment Group
Georgia
$254K -$4.72K -98 -2%
PFPG
358
Pinnacle Financial Partners (Georgia)
Georgia
$254K +$255K +5,300 New
MA
359
Mutual Advisors
Nebraska
$253K +$675 +14 +0.3%
SFS
360
Security Financial Services
Indiana
$250K +$12.4K +258 +5%
KFG
361
Kelly Financial Group
Connecticut
$246K -$5.69K -118 -2%
IAG
362
Investmark Advisory Group
Connecticut
$243K +$244K +5,063 New
BNA
363
BankChampaign National Association
Illinois
$243K +$964 +20 New
CAM
364
Concorde Asset Management
Michigan
$239K -$33.2K -688 -12%
AAP
365
Arax Advisory Partners
Colorado
$238K +$239K +4,955 New
MFG
366
Merit Financial Group
Georgia
$235K +$15.4K +320 +7%
RF
367
rebel Financial
Ohio
$233K +$235K +4,869 New
AFP
368
ATLas Financial Planning
Georgia
$233K +$234K +4,850 New
FWS
369
FinDec Wealth Services
California
$232K -$12.9K -267 -5%
MT
370
Midwest Trust
Kansas
$216K +$2.27K +47 +1%
TWM
371
TCFG Wealth Management
California
$214K – – –
IAG
372
Investment Advisory Group
Massachusetts
$209K – – –
AF
373
Advisornet Financial
Minnesota
$206K +$72.9K +1,512 +54%
PFGIA
374
Patriot Financial Group Insurance Agency
Massachusetts
$206K – – –
2L
375
25 LLC
Missouri
$206K +$207K +4,287 New
13 14
15
16 17