We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
351
Oath Planning
Oklahoma
$381K -$23.7K -496 -6%
TIM
352
Total Investment Management
Arizona
$381K +$385K +8,051 New
SWGC
353
Summit Wealth Group (Colorado)
Colorado
$367K -$15.9K -333 -4%
IPWA
354
International Private Wealth Advisors
California
$361K +$35K +732 +11%
CPW
355
Cogent Private Wealth
Florida
$361K – – –
AAM
356
Austin Asset Management
Texas
$359K -$46.9K -980 -12%
VFP
357
Verus Financial Partners
Virginia
$353K +$814 +17 +0.2%
BIG
358
Builder Investment Group
Georgia
$342K +$48K +1,003 +16%
IA
359
Inspire Advisors
Idaho
$340K +$341K +7,127 New
SC
360
Shearwater Capital
Colorado
$339K -$67.3K -1,405 -17%
EWA
361
EP Wealth Advisors
California
$337K +$55.5K +1,159 +20%
TFA
362
TandemGrowth Financial Advisors
Georgia
$328K +$329K +6,874 New
HKIMG
363
Hutchens & Kramer Investment Management Group
Indiana
$323K -$148K -3,096 -31%
MW
364
Marrick Wealth
California
$322K +$20.1K +420 +7%
VWM
365
Vermillion Wealth Management
Minnesota
$320K +$3.26K +68 +1%
VVP
366
Venture Visionary Partners
Ohio
$318K +$319K +6,657 New
SOS
367
Silver Oak Securities
Tennessee
$316K +$39K +815 +14%
ALWM
368
Andrews Lucia Wealth Management
California
$314K +$315K +6,580 New
WIA
369
World Investment Advisors
California
$311K – – –
MC
370
Matisse Capital
Oregon
$310K – – –
RFA
371
Reyes Financial Architecture
California
$307K -$1.53K -32 -0.5%
PL
372
Plancorp LLC
Missouri
$305K +$15.1K +316 +5%
AC
373
Annandale Capital
Texas
$305K -$70K -1,463 -19%
VW
374
Vantus Wealth
Pennsylvania
$300K +$300K +6,274 New
AHL
375
Abel Hall LLC
Louisiana
$295K -$3.45K -72 -1%
13 14
15
16 17