Safeguard Investment Advisory Group, LLC Last Quarter Change: USA ETF, New

Safeguard Investment Advisory Group, LLC quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Safeguard Investment Advisory Group, LLC opened 30 positions, added to 20, reduced 16, sold out of 13 and left 1 unchanged. The largest increase in value was DFAC (+$85,460,643); the largest decrease was DFAC (-$78,595,561).

DFAC: Country of operation —; Class US COR EQU 2 ETF; Shares 2026-03-31 0; Shares 2026-06-30 1,926,531.
DUHP: Country of operation —; Class US HIGH PROF ETF; Shares 2026-03-31 0; Shares 2026-06-30 1,164,049.
DFSV: Country of operation —; Class US SMALL CAP ETF; Shares 2026-03-31 0; Shares 2026-06-30 584,076.
SGOV: Country of operation —; Class 0-3 MTH TREASURY; Shares 2026-03-31 0; Shares 2026-06-30 50,298.

Two Form 13F-HR filings compared (SEC CIK 1846711): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
DFAC DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	1,926,531	+1,926,531	$0	$85,460,643	+$85,460,643
DUHP DIMENSIONAL ETF TRUST	US HIGH PROF ETF	1,164,049	+1,164,049	$0	$48,575,380	+$48,575,380
DFSV DIMENSIONAL ETF TRUST	US SMALL CAP ETF	584,076	+584,076	$0	$22,656,218	+$22,656,218
SGOV ISHARES TR	0-3 MTH TREASURY	50,298	+50,298	$0	$5,063,528	+$5,063,528
DFCF DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	96,525	+96,525	$0	$4,074,307	+$4,074,307
USMV ISHARES TR	MSCI USA MIN ETF	14,050	+14,050	$0	$1,355,161	+$1,355,161
DFSD DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	25,023	+25,023	$0	$1,194,812	+$1,194,812
DFUS DIMENSIONAL ETF TRUST	US EQUI MARK ETF	11,797	+11,797	$0	$966,624	+$966,624
JPIE J P MORGAN EXCHANGE TRADED F	INCOME ETF	14,507	+14,507	$0	$668,047	+$668,047
JPST J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	12,827	+12,827	$0	$648,681	+$648,681
BINC BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	9,878	+9,878	$0	$517,014	+$517,014
DFAU DIMENSIONAL ETF TRUST	US CORE EQT MKT	8,098	+8,098	$0	$418,606	+$418,606
XLE SELECT SECTOR SPDR TR	ST STR ENERG ETF	7,707	+7,707	$0	$409,423	+$409,423
PYLD PIMCO ETF TR	MULTISECTOR BD	12,908	+12,908	$0	$342,326	+$342,326
STIP ISHARES TR	0-5 YR TIPS ETF	3,165	+3,165	$0	$323,336	+$323,336
XLF SELECT SECTOR SPDR TR	ST STR FINL ETF	5,697	+5,697	$0	$305,447	+$305,447
VUSB VANGUARD BD INDEX FDS	VANGUARD ULTRA	6,036	+6,036	$0	$300,472	+$300,472
ITA ISHARES TR	US AER DEF ETF	1,208	+1,208	$0	$292,978	+$292,978
XLI SELECT SECTOR SPDR TR	ST STR INDL ETF	1,550	+1,550	$0	$287,041	+$287,041
AVDV AMERICAN CENTY ETF TR	INTL SMCP VLU	2,674	+2,674	$0	$275,556	+$275,556
SPCX SPACE EXPLORATION TECHN CORP	CLASS A COM STK	1,546	+1,546	$0	$264,150	+$264,150
IWO ISHARES TR	RUS 2000 GRW ETF	617	+617	$0	$242,990	+$242,990
AAPU DIREXION SHARES ETF TRUST	DLY AAPL BULL 2X	6,786	+6,786	$0	$236,628	+$236,628
XLC SELECT SECTOR SPDR TR	ST STR SVC ETF	2,192	+2,192	$0	$234,871	+$234,871
VEA VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	3,243	+3,243	$0	$231,046	+$231,046
VXUS VANGUARD STAR FDS	VG TL INTL STK F	2,630	+2,630	$0	$224,798	+$224,798
DFAW DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	2,625	+2,625	$0	$217,374	+$217,374
FIDU FIDELITY COVINGTON TRUST	MSCI INDL INDX	2,162	+2,162	$0	$215,370	+$215,370
TSME THRIVENT ETF TRUST	SMAL MID CAP ETF	3,880	+3,880	$0	$203,196	+$203,196
XLK SELECT SECTOR SPDR TR	ST STR TECHN ETF	1,056	+1,056	$0	$201,230	+$201,230

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