We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
326
Facet Wealth Inc
Maryland
$478K +$480K +9,982 New
EFG
327
Everest Financial Group
Minnesota
$474K +$476K +9,895 New
HKIMG
328
Hutchens & Kramer Investment Management Group
Indiana
$472K -$8.71K -181 -2%
APFP
329
Action Point Financial Planning
Michigan
$447K +$450K +9,344 New
FFM
330
Forum Financial Management
Illinois
$434K -$92.8K -1,928 -18%
SAM
331
Synergy Asset Management
Washington
$423K -$1.01M -21,085 -70%
AWM
332
AE Wealth Management
Kansas
$417K +$34.6K +719 +9%
O3W
333
Omni 360 Wealth
New Jersey
$415K +$18.4K +382 +5%
PFGIA
334
Patriot Financial Group Insurance Agency
Massachusetts
$409K +$204K +4,233 +98%
SC
335
Shearwater Capital
Colorado
$407K +$48 +1 +0%
AAM
336
Austin Asset Management
Texas
$407K
OP
337
Oath Planning
Oklahoma
$406K -$10.7K -222 -3%
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$399K -$1.18M -24,553 -75%
LFA
339
Lauterbach Financial Advisors
Texas
$398K +$29.6K +615 +8%
HSG
340
Helen Stephens Group
Texas
$390K +$392K +8,155 New
SWGC
341
Summit Wealth Group (Colorado)
Colorado
$383K -$53.5K -1,111 -12%
MWM
342
McCartney Wealth Management
Missouri
$381K -$41.9K -871 -10%
AC
343
Annandale Capital
Texas
$375K
SWM
344
Seaside Wealth Management
California
$367K -$39.6K -823 -10%
CPW
345
Cogent Private Wealth
Florida
$361K
VFP
346
Verus Financial Partners
Virginia
$355K +$241 +5 +0.1%
Citadel Advisors
347
Citadel Advisors
Florida
$340K +$342K +7,103 New
Morgan Stanley
348
Morgan Stanley
New York
$327K +$30.2K +628 +10%
IPWA
349
International Private Wealth Advisors
California
$327K +$328K +6,822 New
VWM
350
Vermillion Wealth Management
Minnesota
$318K +$25.4K +528 +9%