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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
101
Verus Financial Partners
Virginia
$538K +$534K +11,485 New
SIAG
102
Safeguard Investment Advisory Group
California
$537K +$535K +11,518 New
W
103
WPWealth
Texas
$535K +$532K +11,461 New
SC
104
Shearwater Capital
Colorado
$533K – – –
DWM
105
Drive Wealth Management
Utah
$528K -$526K -11,326 -50%
IWM
106
IHT Wealth Management
Illinois
$515K -$28.5K -614 -5%
PCM
107
Passive Capital Management
Maryland
$509K – – –
PFO
108
Pathstone Family Office
New Jersey
$508K – – –
NA
109
NewEdge Advisors
Louisiana
$492K +$210K +4,527 +75%
PWM
110
PBMares Wealth Management
Virginia
$492K +$26.3K +567 +6%
SIG
111
Spinnaker Investment Group
California
$486K +$1.39K +30 +0.3%
UWM
112
USAdvisors Wealth Management
Minnesota
$479K +$57.6K +1,241 +14%
HWM
113
HFG Wealth Management
Texas
$478K +$476K +10,238 New
NL
114
NWAM LLC
Washington
$477K +$79.8K +1,718 +20%
CFO
115
Collective Family Office
Pennsylvania
$469K +$69.4K +1,493 +17%
FFA
116
Farther Finance Advisors
California
$438K +$408K +8,790 +1,465%
PWIA
117
Porter White Investment Advisors
Alabama
$435K +$55.1K +1,186 +15%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$423K -$1.53K -33 -0.4%
BWM
119
Blossom Wealth Management
California
$415K +$43K +925 +12%
SWM
120
Seaside Wealth Management
California
$402K +$9.8K +211 +3%
AAS
121
Avantax Advisory Services
Texas
$392K -$8.97K -193 -2%
GSC
122
Grey Street Capital
Illinois
$392K +$390K +8,400 New
CW
123
CreativeOne Wealth
Kansas
$369K +$368K +7,915 New
BCA
124
Bay Colony Advisors
Massachusetts
$355K -$7.25K -156 -2%
KF
125
Krilogy Financial
Missouri
$345K +$343K +7,386 New
3 4
5
6 7