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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
126
NWAM LLC
Washington
$518K +$38.7K +833 +8%
SIG
127
Spinnaker Investment Group
California
$499K -$139 -3 -0%
PWIA
128
Porter White Investment Advisors
Alabama
$491K +$5.53K +119 +1%
KAS
129
Kestra Advisory Services
Texas
$461K +$148K +3,176 +47%
LG
130
LAM Group
Oregon
$451K +$182K +3,920 +68%
BAM
131
BOS Asset Management
Illinois
$436K +$437K +9,393 New
AIS
132
American Investment Services
Massachusetts
$424K +$128K +2,745 +43%
RCAG
133
Rehmann Capital Advisory Group
Michigan
$421K +$46 +1 +0%
W
134
WPWealth
Texas
$409K +$13.5K +290 +3%
SWM
135
Seaside Wealth Management
California
$403K +$2.84K +61 +0.7%
BCA
136
Bay Colony Advisors
Massachusetts
$400K +$162K +3,484 +68%
SC
137
Shearwater Capital
Colorado
$397K -$133K -2,856 -25%
GVAG
138
Great Valley Advisor Group
Delaware
$384K +$130K +2,800 +51%
DI
139
Disciplined Investments
Oklahoma
$355K +$253K +5,447 +248%
VFP
140
Verus Financial Partners
Virginia
$353K -$186K -3,997 -35%
PFA
141
Pure Financial Advisors
California
$330K – – –
KSWA
142
Kathleen S. Wright Associates
Pennsylvania
$316K +$93.9K +2,020 +42%
IFPG
143
Intrepid Financial Planning Group
Indiana
$312K – – –
SWM
144
Spire Wealth Management
Virginia
$309K +$63.6K +1,368 +26%
NWM
145
Northwest Wealth Management
Iowa
$306K +$307K +6,607 New
MC
146
Matisse Capital
Oregon
$301K – – –
AAS
147
Avantax Advisory Services
Texas
$285K -$4.18K -90 -1%
MWA
148
Mills Wealth Advisors
Texas
$282K +$39.1K +842 +16%
GJIA
149
Glass Jacobson Investment Advisors
Maryland
$276K -$4.04K -87 -1%
W
150
WorthPointe
California
$274K +$25.7K +552 +10%
4 5
6
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