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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
176
Aspire Private Capital
North Carolina
$2.83M +$98.2K +2,041 +4%
SFS
177
Sowell Financial Services
Arkansas
$2.82M +$592K +12,291 +27%
FWMP
178
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.78M -$22.6K -470 -0.8%
MPCL
179
My Personal CFO LLC
Washington
$2.78M +$2.78M +57,733 New
CA
180
Claris Advisors
Missouri
$2.73M +$32.5K +675 +1%
FOA
181
Five Oceans Advisors
California
$2.72M +$3.08K +64 +0.1%
SWM
182
Selective Wealth Management
Virginia
$2.63M +$2.24M +46,483 +586%
CMP
183
Coston McIsaac & Partners
Maine
$2.62M +$1.17M +24,297 +81%
TWA
184
TCI Wealth Advisors
Arizona
$2.61M – – –
MCA
185
Maryland Capital Advisors
Maryland
$2.59M – – –
BTWM
186
Baker Tilly Wealth Management
Wisconsin
$2.53M +$2.53M +52,538 New
W
187
WorthPointe
California
$2.49M +$920K +19,119 +59%
I
188
INVST
Indiana
$2.48M +$255K +5,289 +11%
TAM
189
TCP Asset Management
Ohio
$2.43M +$156K +3,251 +7%
NFP
190
Narus Financial Partners
Utah
$2.4M -$188K -3,912 -7%
APW
191
Austin Private Wealth
Texas
$2.38M +$452K +9,386 +23%
WRPWM
192
Werba Rubin Papier Wealth Management
California
$2.35M +$363K +7,553 +18%
RWM
193
Rockwood Wealth Management
Pennsylvania
$2.32M -$2.31K -48 -0.1%
IA
194
IFP Advisors
Florida
$2.27M +$200K +4,166 +10%
AWMNH
195
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.23M -$147K -3,061 -6%
DWM
196
Dopkins Wealth Management
New York
$2.18M +$31.6K +657 +1%
HTWM
197
Hartmann Taylor Wealth Management
Texas
$2.12M +$86.6K +1,800 +4%
BIA
198
Barry Investment Advisors
Massachusetts
$2.03M +$397K +8,247 +24%
SIS
199
Strategic Investment Solutions
Illinois
$2M -$254K -5,274 -11%
PFA
200
Pillar Financial Advisors
Kentucky
$1.96M -$121K -2,518 -6%
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