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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
AHL
176
Abel Hall LLC
Louisiana
$330K -$37.7K -802 -10%
B
177
BetterWealth
California
$326K – – –
DFS
178
Dixon Fnancial Services
California
$323K +$97.9K +2,083 +43%
HH
179
Hilltop Holdings
Texas
$323K +$323K +6,862 New
W
180
WorthPointe
California
$322K +$22.3K +474 +7%
SFS
181
Security Financial Services
Indiana
$321K +$44.8K +953 +16%
IFPG
182
Intrepid Financial Planning Group
Indiana
$316K – – –
KSWA
183
Kathleen S. Wright Associates
Pennsylvania
$314K – – –
TC
184
TownSquare Capital
Utah
$308K -$517K -11,008 -63%
MC
185
Matisse Capital
Oregon
$306K – – –
FS
186
Financial Symmetry
North Carolina
$302K +$302K +6,423 New
WAP
187
Wealthcare Advisory Partners
Pennsylvania
$278K +$7K +149 +3%
AAS
188
Avantax Advisory Services
Texas
$267K -$17.2K -365 -6%
MWA
189
Mills Wealth Advisors
Texas
$262K -$22.6K -481 -8%
SWM
190
Seaside Wealth Management
California
$261K -$155K -3,297 -37%
APC
191
Aspire Private Capital
North Carolina
$260K +$156K +3,318 +151%
CFGS
192
Concourse Financial Group Securities
Alabama
$251K – – –
SWM
193
Selective Wealth Management
Virginia
$245K -$9.4K -200 -4%
PFA
194
Pinnacle Family Advisors
Missouri
$242K -$7.43K -158 -3%
HSG
195
Helen Stephens Group
Texas
$240K -$19.1K -406 -7%
BDWCC
196
B&D White Capital Company
Texas
$236K -$564 -12 -0.2%
AWM
197
AE Wealth Management
Kansas
$235K -$8.04M -171,027 -97%
CSB
198
City State Bank
Iowa
$235K +$235K +5,000 New
SAI
199
Savvy Advisors Inc
New York
$213K +$213K +4,522 New
GTAM
200
Global Trust Asset Management
Florida
$194K -$10.2K -217 -5%
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