We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
151
Raymond James Financial Services Advisors
Florida
$516K +$511K +10,978 New
NWM
152
Northwest Wealth Management
Iowa
$505K +$193K +4,144 +63%
PWIA
153
Porter White Investment Advisors
Alabama
$505K +$6.94K +149 +1%
AWM
154
Axxcess Wealth Management
California
$499K +$494K +10,613 New
WP
155
WMS Partners
Maryland
$497K +$492K +10,573 New
EA
156
Eclectic Associates
California
$490K +$486K +10,425 New
AAM
157
Austin Asset Management
Texas
$475K -$303K -6,500 -39%
BAM
158
BOS Asset Management
Illinois
$469K +$27.6K +593 +6%
BCA
159
Bay Colony Advisors
Massachusetts
$457K +$51.6K +1,108 +13%
LG
160
LAM Group
Oregon
$448K -$9.32K -200 -2%
RCAG
161
Rehmann Capital Advisory Group
Michigan
$427K +$93 +2 +0%
SWM
162
Seaside Wealth Management
California
$416K +$6.85K +147 +2%
GWA
163
Geometric Wealth Advisors
District of Columbia
$406K +$402K +8,632 New
SC
164
Shearwater Capital
Colorado
$403K – – –
GVAG
165
Great Valley Advisor Group
Delaware
$396K +$6.99K +150 +2%
CA
166
Claris Advisors
Missouri
$387K +$384K +8,242 New
AHL
167
Abel Hall LLC
Louisiana
$368K +$365K +7,826 New
VFP
168
Verus Financial Partners
Virginia
$358K +$1.49K +32 +0.4%
CAN
169
Cetera Advisor Networks
California
$351K +$348K +7,476 New
SWM
170
Spire Wealth Management
Virginia
$330K +$17.2K +370 +6%
NFP
171
Narus Financial Partners
Utah
$326K +$323K +6,930 New
B
172
BetterWealth
California
$326K +$323K +6,928 New
IFPG
173
Intrepid Financial Planning Group
Indiana
$316K -$932 -20 -0.3%
KSWA
174
Kathleen S. Wright Associates
Pennsylvania
$313K -$6.99K -150 -2%
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$311K +$309K +6,623 New