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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWIA
101
Porter White Investment Advisors
Alabama
$375K +$374K +8,140 New
BWM
102
Blossom Wealth Management
California
$367K +$27K +588 +8%
PA
103
PFG Advisors
Arizona
$366K +$85.3K +1,857 +31%
BCA
104
Bay Colony Advisors
Massachusetts
$359K -$827 -18 -0.2%
AAM
105
Austin Asset Management
Texas
$345K – – –
IA
106
IFP Advisors
Florida
$341K +$164K +3,564 +110%
LWM
107
LJI Wealth Management
Indiana
$330K +$328K +7,152 New
PFA
108
Pure Financial Advisors
California
$328K -$70.1K -1,527 -18%
AWM
109
Apollon Wealth Management
South Carolina
$323K +$321K +7,000 New
IFPG
110
Intrepid Financial Planning Group
Indiana
$311K +$310K +6,755 New
GWA
111
Geometric Wealth Advisors
District of Columbia
$309K +$9.14K +199 +3%
IAG
112
Investment Advisory Group
Massachusetts
$280K +$279K +6,075 New
NA
113
NewEdge Advisors
Louisiana
$277K +$276K +6,019 New
KAS
114
Kestra Advisory Services
Texas
$268K +$267K +5,821 New
TWA
115
Trellis Wealth Advisors
California
$265K +$264K +5,745 New
SWM
116
Selective Wealth Management
Virginia
$253K – – –
MA
117
Mutual Advisors
Nebraska
$250K -$34.9K -760 -12%
EGWAG
118
Elwood & Goetz Wealth Advisory Group
Georgia
$242K +$17.1K +373 +8%
BDWCC
119
B&D White Capital Company
Texas
$233K +$232K +5,053 New
GVAG
120
Great Valley Advisor Group
Delaware
$230K – – –
HSG
121
Helen Stephens Group
Texas
$225K +$224K +4,883 New
FFM
122
Flagstone Financial Management
Nebraska
$208K +$208K +4,519 New
GTAM
123
Global Trust Asset Management
Florida
$202K -$78.1K -1,700 -28%
WFAG
124
Wescott Financial Advisory Group
Pennsylvania
$201K +$201K +4,366 New
LG
125
LAM Group
Oregon
$200K +$200K +4,345 New
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