We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
76
LPL Financial
California
$16.2M -$813K -16,906 -5%
ODA
77
One Degree Advisors
California
$16.1M +$751K +15,606 +5%
Osaic Holdings
78
Osaic Holdings
Arizona
$15.9M -$1.52M -31,540 -9%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$15.6M -$2M -41,507 -11%
SIM
80
Studio Investment Management
Illinois
$15.3M +$673K +13,984 +5%
FF
81
Foundry Financial
California
$14.9M +$5.92M +123,055 +66%
KWA
82
Kondo Wealth Advisors
California
$14.8M +$613K +12,740 +4%
LWM
83
Liberty Wealth Management
California
$14.8M +$707K +14,688 +5%
IAS
84
Integrity Advisory Solutions
Texas
$14.7M +$3.46M +71,920 +31%
DB
85
Dravo Bay
Delaware
$14.5M +$1.36M +28,171 +10%
OA
86
Oceanside Advisors
South Carolina
$14.4M +$1.08M +22,523 +8%
PCA
87
Prosperity Capital Advisors
Ohio
$14.2M +$618K +12,841 +5%
C1AG
88
Client 1st Advisory Group
Florida
$14.2M +$86.6K +1,799 +0.6%
PWM
89
Parkshore Wealth Management
California
$13.6M +$2.6M +54,092 +23%
IWC
90
Integrated Wealth Concepts
Massachusetts
$13.6M +$804K +16,709 +6%
SRWM
91
Shira Ridge Wealth Management
California
$13.6M +$1.85M +38,556 +16%
Raymond James Financial
92
Raymond James Financial
Florida
$13.4M +$2.26M +46,898 +20%
SWA
93
Sax Wealth Advisors
New Jersey
$13.2M
TM
94
Torren Management
California
$13.2M +$1.16M +24,182 +10%
WA
95
Waverly Advisors
Alabama
$13.1M -$228K -4,739 -2%
JWM
96
Johnson Wealth Management
North Dakota
$12.9M +$459K +9,542 +4%
SIM
97
Stratos Investment Management
Ohio
$12.8M +$33.3K +692 +0.3%
DWS
98
Discipline Wealth Solutions
South Carolina
$12.7M +$2.03M +42,255 +19%
EP
99
Essential Planning
New Hampshire
$12.6M +$2.81M +58,361 +28%
CSB
100
City State Bank
Iowa
$12.6M +$3.24M +67,403 +34%