We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
126
Sutton Place Investors
New York
$372K +$374K +8,026 New
BDWCC
127
B&D White Capital Company
Texas
$340K +$111K +2,381 +48%
PFA
128
Pure Financial Advisors
California
$330K – – –
KAS
129
Kestra Advisory Services
Texas
$314K +$42.1K +903 +15%
IFPG
130
Intrepid Financial Planning Group
Indiana
$312K -$932 -20 -0.3%
SB
131
Strategic Blueprint
Georgia
$310K +$311K +6,681 New
MC
132
Matisse Capital
Oregon
$301K – – –
AIS
133
American Investment Services
Massachusetts
$296K +$298K +6,395 New
AAS
134
Avantax Advisory Services
Texas
$289K -$102K -2,185 -26%
IAG
135
Investment Advisory Group
Massachusetts
$282K – – –
LWM
136
LJI Wealth Management
Indiana
$281K +$2.79M +59,885 +850%
GJIA
137
Glass Jacobson Investment Advisors
Maryland
$280K +$281K +6,031 New
LG
138
LAM Group
Oregon
$269K +$35.2K +755 +15%
GVAG
139
Great Valley Advisor Group
Delaware
$254K +$22.4K +480 +10%
SWM
140
Selective Wealth Management
Virginia
$252K +$253K +5,435 New
W
141
WorthPointe
California
$248K -$295K -6,337 -54%
SWM
142
Spire Wealth Management
Virginia
$245K -$2.7K -58 -1%
IA
143
IFP Advisors
Florida
$244K +$2.28K +49 +0.9%
MWA
144
Mills Wealth Advisors
Texas
$243K +$244K +5,247 New
BCA
145
Bay Colony Advisors
Massachusetts
$238K -$116K -2,494 -33%
HSG
146
Helen Stephens Group
Texas
$238K +$5.54K +119 +2%
MA
147
Mutual Advisors
Nebraska
$238K -$48.2K -1,034 -17%
GWA
148
Geometric Wealth Advisors
District of Columbia
$228K +$1.86K +40 +0.8%
KSWA
149
Kathleen S. Wright Associates
Pennsylvania
$222K +$223K +4,798 New
ACA
150
Affinity Capital Advisors
California
$221K -$122K -2,610 -35%
4 5
6
7 8