We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
101
Bridge Advisory
California
$1.9M -$594K -12,751 -24%
LNC
102
Lincoln National Corp
Pennsylvania
$1.88M +$187K +4,010 +11%
AWMNH
103
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.84M +$427K +9,176 +31%
EWA
104
EverSource Wealth Advisors
Alabama
$1.81M +$122K +2,609 +7%
SIC
105
Samalin Investment Counsel
New York
$1.78M -$74.2K -1,594 -4%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$1.77M -$660K -14,168 -27%
AC
107
Applied Capital
Arkansas
$1.67M -$109K -2,349 -6%
SPIA
108
Steward Partners Investment Advisory
New York
$1.66M +$201K +4,315 +14%
MWP
109
Meredith Wealth Planning
Illinois
$1.56M +$452K +9,701 +41%
FG
110
Foster Group
Iowa
$1.52M – – –
HWM
111
HFG Wealth Management
Texas
$1.38M +$1.37M +29,456 New
PHWM
112
Pine Harbor Wealth Management
Maryland
$1.38M +$1.36M +29,266 New
DI
113
Disciplined Investments
Oklahoma
$1.37M +$1M +21,513 +281%
FOA
114
Five Oceans Advisors
California
$1.35M -$21.3K -457 -2%
SPI
115
Sutton Place Investors
New York
$1.32M +$124K +2,662 +10%
VFIC
116
Valley Forge Investment Consultants
Pennsylvania
$1.32M – – –
FFA
117
Farther Finance Advisors
California
$1.31M +$24.5K +527 +2%
SIS
118
Strategic Investment Solutions
Illinois
$1.3M -$79.1M -1,697,888 -98%
Pathstone Holdings
119
Pathstone Holdings
New Jersey
$1.29M +$1.28M +27,403 New
SIAG
120
Safeguard Investment Advisory Group
California
$1.28M -$3.77K -81 -0.3%
SPA
121
Shore Point Advisors
New Jersey
$1.24M +$88.1K +1,892 +8%
TAM
122
TCP Asset Management
Ohio
$1.22M +$20K +429 +2%
PF
123
Parker Financial
Washington
$1.17M +$412K +8,854 +55%
MFC
124
Morris Financial Concepts
South Carolina
$1.13M +$26.3K +565 +2%
FWM
125
FMB Wealth Management
California
$1.08M +$122K +2,625 +13%