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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
126
Affinity Capital Advisors
California
$344K -$186K -4,005 -35%
PFA
127
Pure Financial Advisors
California
$332K – – –
LWM
128
LJI Wealth Management
Indiana
$329K -$5.06K -109 -2%
IFPG
129
Intrepid Financial Planning Group
Indiana
$315K – – –
MC
130
Matisse Capital
Oregon
$303K +$302K +6,500 New
OMC
131
Old Mission Capital
Illinois
$300K -$3.36M -72,381 -92%
MFG
132
Mendota Financial Group
Wisconsin
$297K +$107K +2,313 +60%
MA
133
Mutual Advisors
Nebraska
$288K +$34.8K +750 +14%
BPA
134
Beacon Pointe Advisors
California
$287K +$286K +6,159 New
IAG
135
Investment Advisory Group
Massachusetts
$283K – – –
KAS
136
Kestra Advisory Services
Texas
$274K +$2.04K +44 +0.8%
IA
137
IFP Advisors
Florida
$261K -$73.6K -1,584 -23%
SWM
138
Spire Wealth Management
Virginia
$250K +$165K +3,559 +199%
LG
139
LAM Group
Oregon
$235K +$32.5K +700 +16%
HSG
140
Helen Stephens Group
Texas
$234K +$6.27K +135 +3%
GVAG
141
Great Valley Advisor Group
Delaware
$233K – – –
BDWCC
142
B&D White Capital Company
Texas
$231K -$4.27K -92 -2%
GWA
143
Geometric Wealth Advisors
District of Columbia
$227K -$85.3K -1,837 -27%
GTAM
144
Global Trust Asset Management
Florida
$205K – – –
DF
145
DecisionPoint Financial
Arizona
$161K -$8.5K -183 -5%
CPA
146
Cardiff Park Advisors
California
$160K – – –
WP
147
WealthShield Partners
North Carolina
$113K +$113K +2,423 New
DI
148
Disciplined Investments
Oklahoma
$103K +$20.1K +433 +25%
BHWM
149
Beaird Harris Wealth Management
Texas
$95K +$94.5K +2,035 New
2L
150
25 LLC
Missouri
$85.4K +$84.9K +1,828 New
3 4 5
6
7