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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1
Pure Financial Advisors
California
$452M +$452M +9,036,762 New
CPIG
2
Chicago Partners Investment Group
Illinois
$22.4M +$23M +458,909 New
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10M +$10M +200,000 New
Citadel Advisors
4
Citadel Advisors
Florida
$7.97M +$7.97M +159,321 New
TFA
5
Triad Financial Advisors
North Carolina
$7.08M +$7.08M +141,653 New
PWM
6
PBMares Wealth Management
Virginia
$5.53M +$5.53M +110,664 New
Jane Street
7
Jane Street
New York
$5.03M +$5.03M +100,656 New
BA
8
Bridge Advisory
California
$4.74M +$4.74M +94,740 New
AF
9
Allworth Financial
California
$4.48M +$4.48M +89,513 New
AF
10
Advisornet Financial
Minnesota
$4.42M +$4.42M +88,445 New
OMC
11
Old Mission Capital
Illinois
$4.13M +$4.13M +82,519 New
CWG
12
Crown Wealth Group
North Carolina
$3.33M +$3.33M +66,491 New
SPI
13
Sutton Place Investors
New York
$3.06M +$3.06M +61,135 New
W
14
Wealthquest
Ohio
$2.23M +$2.24M +44,692 New
MRWM
15
ML&R Wealth Management
Texas
$2.13M +$2.13M +42,650 New
GCA
16
Gradient Capital Advisors
California
$918K +$918K +18,355 New
MG
17
MilWealth Group
Wisconsin
$739K +$739K +14,775 New
SIG
18
Spinnaker Investment Group
California
$681K +$688K +13,755 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$648K +$649K +12,971 New
AC
20
AWM Capital
Arizona
$642K +$642K +12,837 New
ACWM
21
Adams Chetwood Wealth Management
North Carolina
$633K +$633K +12,651 New
SC
22
Shearwater Capital
Colorado
$628K +$628K +12,560 New
SCM
23
Southport Capital Management
Tennessee
$593K +$593K +11,852 New
OPS
24
Orion Portfolio Solutions
Nebraska
$479K +$479K +9,570 New
AAM
25
Austin Asset Management
Texas
$375K +$375K +7,500 New
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