We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMIM
326
Prudent Man Investment Management
Colorado
$86.2K – – –
PWA
327
Physician Wealth Advisors
Utah
$81K +$18.3K +384 +29%
GRP
328
Global Retirement Partners
California
$80.3K +$79.7K +1,673 New
GM
329
GeoWealth Management
Illinois
$79.9K -$302K -6,345 -79%
RWS
330
Retirement Wealth Solutions
Wisconsin
$44.6K +$44.3K +930 New
PA
331
Parallel Advisors
California
$41.3K – – –
National Bank of Canada
332
National Bank of Canada
Quebec, Canada
$41.1K +$40.8K +856 New
RF
333
Rossby Financial
Florida
$39.2K – – –
MWA
334
Medallion Wealth Advisors
Connecticut
$35.7K +$21.8K +458 +160%
BTI
335
Blue Trust Inc
Georgia
$35.5K – – –
RLIM
336
Red Lighthouse Investment Management
New York
$35K +$34.7K +729 New
MG
337
MilWealth Group
Wisconsin
$27.9K – – –
MFT
338
Moisand Fitzgerald Tamayo
Florida
$26.9K +$238 +5 +0.9%
RWM
339
Rialto Wealth Management
New York
$26.5K – – –
DF
340
DecisionPoint Financial
Arizona
$23.3K – – –
SC
341
Stephens Consulting
Michigan
$20.1K +$19.9K +418 New
OCM
342
Orion Capital Management
California
$19.9K -$5.09K -107 -20%
HI
343
Harbour Investments
Wisconsin
$18.4K – – –
CA
344
CoreCap Advisors
Michigan
$16.5K +$16.4K +344 New
KG
345
Kilter Group
New York
$7.35K +$7.29K +153 New
NC
346
North Capital
Utah
$6.82K – – –
NRG
347
Nemes Rush Group
Michigan
$6.07K – – –
CMBA
348
C.M. Bidwell & Associates
Hawaii
$5.42K – – –
T
349
Transce3nd
Texas
$3.17K – – –
BGWM
350
Bridge Generations Wealth Management
Florida
$2.54K -$4.91K -103 -66%