DIMENSIONAL ETF TRUST

Ticker: DFSD CUSIP: 25434V864 Class: SHORT DURATION F

Note: Option positions (PUT/CALL) are excluded.

New Positions (28)

Increased Positions (215)

Werba Rubin Papier Wealth Management
Value ($000) $10,609 (+351.9%) Shares 221,243 (+354.2%)
Wheelhouse Advisory Group LLC
Value ($000) $22,173 (+41.5%) Shares 461,742 (+42.0%)
Parkwoods Wealth Partners, LLC
Value ($000) $11,435 (+144.5%) Shares 238,468 (+145.7%)
CPA Asset Management LLC
Value ($000) $13,574 (+54.9%) Shares 283,084 (+55.7%)
Root Financial Partners, LLC
Value ($000) $119,133 (+33.1%) Shares 2,484,523 (+33.7%)
Planning Center, Inc.
Value ($000) $129,174 (+10.6%) Shares 2,693,940 (+11.2%)
Shira Ridge Wealth Management
Value ($000) $11,732 (+37.0%) Shares 244,674 (+37.7%)
GREAT OAK CAPITAL PARTNERS, LLC
Value ($000) $27,806 (+21.9%) Shares 579,543 (+22.6%)
Selective Wealth Management, Inc.
Value ($000) $7,882 (+199.9%) Shares 164,178 (+201.7%)
CURIO WEALTH, LLC
Value ($000) $44,604 (+14.0%) Shares 930,407 (+14.6%)
Rather & Kittrell, Inc.
Value ($000) $59,059 (+16.0%) Shares 1,231,675 (+16.6%)
ECLECTIC ASSOCIATES INC /ADV
Value ($000) $26,094 (+41.8%) Shares 544,186 (+42.5%)
BCO Wealth Management LLC
Value ($000) $16,444 (+15.4%) Shares 342,947 (+16.0%)
Signature Resources Capital Management, LLC
Value ($000) $32,679 (+10.5%) Shares 681,517 (+11.1%)
Pacific Asset Management, LLC
Value ($000) $16,327 (+18.1%) Shares 340,510 (+18.7%)
Vise Technologies, Inc.
Value ($000) $109,065 (+277.8%) Shares 2,274,567 (+279.7%)
Sterling Wealth Management, Inc.
Value ($000) $16,192 (+27.1%) Shares 337,677 (+27.7%)
Essential Planning, LLC.
Value ($000) $9,839 (+42.4%) Shares 205,188 (+43.1%)
McIlrath & Eck, LLC
Value ($000) $54,269 (+22.8%) Shares 1,131,781 (+23.4%)
SC&H Financial Advisors, Inc.
Value ($000) $20,401 (+33.5%) Shares 425,472 (+34.2%)

Decreased Positions (61)

Chico Wealth RIA
Value ($000) $4,501 (-47.7%) Shares 93,864 (-47.4%)
Buckingham Strategic Partners
Value ($000) $54,956 (-77.5%) Shares 1,146,111 (-77.4%)
Sterling Wealth Advisors Inc
Value ($000) $23,875 (-4.8%) Shares 497,906 (-3.8%)
Solutions 4 Wealth, Ltd
Value ($000) $1,446 (-25.9%) Shares 30,158 (-25.5%)
Mills Wealth Advisors LLC
Value ($000) $5,166 (-3.1%) Shares 107,739 (-2.6%)
BAKER TILLY WEALTH MANAGEMENT, LLC
Value ($000) $1,054 (-58.4%) Shares 21,978 (-58.2%)
SAX WEALTH ADVISORS, LLC
Value ($000) $13,154 (-22.3%) Shares 274,325 (-21.9%)
Hartmann Taylor Wealth Management, LLC
Value ($000) $2,008 (-5.4%) Shares 41,875 (-5.0%)
QUARRY HILL ADVISORS, LLC
Value ($000) $1,385 (-19.0%) Shares 28,888 (-18.6%)
Acorn Wealth Advisors, LLC
Value ($000) $3,124 (-11.0%) Shares 65,150 (-10.5%)
Eaton-Cambridge Inc.
Value ($000) $610 (-52.4%) Shares 12,724 (-52.2%)
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Value ($000) $13,612 (-12.6%) Shares 283,886 (-12.2%)
INTEGRITY ALLIANCE, LLC.
Value ($000) $19,057 (-8.9%) Shares 397,427 (-8.4%)
Hutchens & Kramer Investment Management Group, LLC
Value ($000) $481 (-53.7%) Shares 10,037 (-53.4%)
Foundation Wealth Management, LLC\PA
Value ($000) $2,529 (-9.1%) Shares 52,743 (-8.6%)
Pillar Financial Advisors, LLC
Value ($000) $1,834 (-6.2%) Shares 38,248 (-5.7%)
Dynamic Advisor Solutions LLC
Value ($000) $8,136 (-33.5%) Shares 169,669 (-33.2%)
FIRETHORN WEALTH PARTNERS, LLC
Value ($000) $1,398 (-14.3%) Shares 29,153 (-13.9%)
Blossom Wealth Management
Value ($000) $887 (-2.8%) Shares 18,504 (-2.3%)
Simplicity Wealth,LLC
Value ($000) $4,146 (-28.1%) Shares 86,463 (-27.8%)

Exited Positions (24)