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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
151
Raymond James Financial Services Advisors
Florida
$980K +$175K +3,732 +22%
EWA
152
Elevate Wealth Advisory
Georgia
$970K +$54.4K +1,158 +6%
UWM
153
USAdvisors Wealth Management
Minnesota
$923K +$58.5K +1,247 +7%
EFG
154
Ethos Financial Group
Pennsylvania
$908K +$907K +19,326 New
SAM
155
Smartleaf Asset Management
Massachusetts
$863K -$276K -5,884 -24%
AWS
156
Atria Wealth Solutions
New York
$850K +$195K +4,148 +30%
APC
157
Aspire Private Capital
North Carolina
$835K +$575K +12,240 +222%
FTUS
158
Flow Traders U.S.
New York
$830K -$704K -15,008 -46%
FFWA
159
Forthright Family Wealth Advisory
Texas
$818K – – –
BIA
160
Barry Investment Advisors
Massachusetts
$776K +$288K +6,132 +59%
PWIA
161
Porter White Investment Advisors
Alabama
$749K -$211K -4,502 -22%
FWP
162
Firethorn Wealth Partners
Georgia
$730K +$79K +1,683 +12%
I
163
INVST
Indiana
$720K +$719K +15,314 New
MA
164
Mutual Advisors
Nebraska
$716K +$712K +15,160 New
EA
165
Eclectic Associates
California
$696K +$118K +2,504 +20%
VPWA
166
Vestia Personal Wealth Advisors
Indiana
$695K +$694K +14,783 New
RCAG
167
Rehmann Capital Advisory Group
Michigan
$664K +$73.8K +1,572 +13%
NL
168
NWAM LLC
Washington
$661K +$3.85K +82 +0.6%
BWM
169
Birchcreek Wealth Management
Ohio
$653K +$653K +13,904 New
CWM
170
Core Wealth Management
Florida
$632K +$631K +13,444 New
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$630K +$59.4K +1,266 +10%
SIG
172
Spinnaker Investment Group
California
$618K +$15.1K +322 +3%
HWM
173
HFG Wealth Management
Texas
$611K +$76K +1,620 +14%
BWM
174
Blossom Wealth Management
California
$597K +$26.4K +563 +5%
GWA
175
Geometric Wealth Advisors
District of Columbia
$588K +$77.2K +1,645 +15%
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