We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
251
Wealthspire Advisors (New York)
New York
$1.8M
SPWM
252
Straight Path Wealth Management
Michigan
$1.8M +$1.08M +22,646 +151%
AWMM
253
Aegis Wealth Management (Maryland)
Maryland
$1.75M -$42.6K -889 -2%
Pathstone Holdings
254
Pathstone Holdings
New Jersey
$1.67M -$65.7K -1,372 -4%
CWMA
255
Capstone Wealth Management (Alabama)
Alabama
$1.67M +$168K +3,503 +11%
JWM
256
JDH Wealth Management
California
$1.66M +$283K +5,912 +21%
QHA
257
Quarry Hill Advisors
Minnesota
$1.62M +$110K +2,306 +7%
MWM
258
Modera Wealth Management
New Jersey
$1.62M +$58.9K +1,231 +4%
FWM
259
Forza Wealth Management
Florida
$1.59M
AWMNH
260
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.58M -$343K -7,170 -18%
B
261
BetterWealth
California
$1.57M +$139K +2,907 +10%
KAM
262
KEB Asset Management
Illinois
$1.53M -$363K -7,573 -19%
PA
263
PFG Advisors
Arizona
$1.51M +$105K +2,201 +7%
FWP
264
Firethorn Wealth Partners
Georgia
$1.51M +$37.7K +787 +3%
AWP
265
Abacus Wealth Partners
California
$1.49M +$71.9K +1,501 +5%
PAG
266
Poinciana Advisors Group
Florida
$1.48M +$242K +5,044 +19%
DWM
267
DecisionMap Wealth Management
Virginia
$1.47M +$79.1K +1,651 +6%
TWP
268
Triad Wealth Partners
Kansas
$1.43M +$173K +3,614 +14%
MFC
269
Morris Financial Concepts
South Carolina
$1.43M +$6.03K +126 +0.4%
EWP
270
E-Wealth Partners
Minnesota
$1.42M +$152K +3,165 +12%
CIA
271
Concurrent Investment Advisors
Florida
$1.42M +$137K +2,870 +11%
IAN
272
Integrated Advisors Network
Texas
$1.41M +$682K +14,235 +94%
SW
273
StrongBox Wealth
Missouri
$1.4M +$1.41M +29,375 New
SIC
274
Samalin Investment Counsel
New York
$1.4M +$12.1K +253 +0.9%
CFP
275
Cypress Financial Planning
New Jersey
$1.37M +$8.43K +176 +0.6%