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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$350K +$19.5K +414 +6%
AHL
177
Abel Hall LLC
Louisiana
$330K -$37.7K -802 -10%
B
178
BetterWealth
California
$326K – – –
DFS
179
Dixon Fnancial Services
California
$323K +$97.9K +2,083 +43%
HH
180
Hilltop Holdings
Texas
$323K +$323K +6,862 New
W
181
WorthPointe
California
$322K +$22.3K +474 +7%
SFS
182
Security Financial Services
Indiana
$321K +$44.8K +953 +16%
IFPG
183
Intrepid Financial Planning Group
Indiana
$316K – – –
KSWA
184
Kathleen S. Wright Associates
Pennsylvania
$314K – – –
TC
185
TownSquare Capital
Utah
$308K -$517K -11,008 -63%
MC
186
Matisse Capital
Oregon
$306K – – –
FS
187
Financial Symmetry
North Carolina
$302K +$302K +6,423 New
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$278K +$7K +149 +3%
AAS
189
Avantax Advisory Services
Texas
$267K -$17.2K -365 -6%
MWA
190
Mills Wealth Advisors
Texas
$262K -$22.6K -481 -8%
SWM
191
Seaside Wealth Management
California
$261K -$155K -3,297 -37%
APC
192
Aspire Private Capital
North Carolina
$260K +$156K +3,318 +151%
CFGS
193
Concourse Financial Group Securities
Alabama
$251K – – –
SWM
194
Selective Wealth Management
Virginia
$245K -$9.4K -200 -4%
PFA
195
Pinnacle Family Advisors
Missouri
$242K -$7.43K -158 -3%
HSG
196
Helen Stephens Group
Texas
$240K -$19.1K -406 -7%
BDWCC
197
B&D White Capital Company
Texas
$236K -$564 -12 -0.2%
AWM
198
AE Wealth Management
Kansas
$235K -$8.04M -171,027 -97%
CSB
199
City State Bank
Iowa
$235K +$235K +5,000 New
SAI
200
Savvy Advisors Inc
New York
$213K +$213K +4,522 New
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