We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
151
Northwest Wealth Management
Iowa
$505K +$193K +4,144 +63%
PWIA
152
Porter White Investment Advisors
Alabama
$505K +$6.94K +149 +1%
AWM
153
Axxcess Wealth Management
California
$499K +$494K +10,613 New
WP
154
WMS Partners
Maryland
$497K +$492K +10,573 New
EA
155
Eclectic Associates
California
$490K +$486K +10,425 New
AAM
156
Austin Asset Management
Texas
$475K -$303K -6,500 -39%
BAM
157
BOS Asset Management
Illinois
$469K +$27.6K +593 +6%
BCA
158
Bay Colony Advisors
Massachusetts
$457K +$51.6K +1,108 +13%
LG
159
LAM Group
Oregon
$448K -$9.32K -200 -2%
RCAG
160
Rehmann Capital Advisory Group
Michigan
$427K +$93 +2 +0%
SWM
161
Seaside Wealth Management
California
$416K +$6.85K +147 +2%
GWA
162
Geometric Wealth Advisors
District of Columbia
$406K +$402K +8,632 New
SC
163
Shearwater Capital
Colorado
$403K
GVAG
164
Great Valley Advisor Group
Delaware
$396K +$6.99K +150 +2%
CA
165
Claris Advisors
Missouri
$387K +$384K +8,242 New
AHL
166
Abel Hall LLC
Louisiana
$368K +$365K +7,826 New
VFP
167
Verus Financial Partners
Virginia
$358K +$1.49K +32 +0.4%
CAN
168
Cetera Advisor Networks
California
$351K +$348K +7,476 New
SWM
169
Spire Wealth Management
Virginia
$330K +$17.2K +370 +6%
NFP
170
Narus Financial Partners
Utah
$326K +$323K +6,930 New
B
171
BetterWealth
California
$326K +$323K +6,928 New
IFPG
172
Intrepid Financial Planning Group
Indiana
$316K -$932 -20 -0.3%
KSWA
173
Kathleen S. Wright Associates
Pennsylvania
$313K -$6.99K -150 -2%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$311K +$309K +6,623 New
MC
175
Matisse Capital
Oregon
$306K