We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
176
WorthPointe
California
$299K +$21.8K +467 +8%
MWA
177
Mills Wealth Advisors
Texas
$284K -$2.24K -48 -0.8%
AAS
178
Avantax Advisory Services
Texas
$284K -$4.57K -98 -2%
SFS
179
Security Financial Services
Indiana
$276K +$56K +1,203 +26%
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$271K +$269K +5,771 New
SS
181
Simplicity Solutions
Minnesota
$268K +$266K +5,701 New
HSG
182
Helen Stephens Group
Texas
$259K +$22.6K +485 +10%
SWM
183
Selective Wealth Management
Virginia
$255K
CFGS
184
Concourse Financial Group Securities
Alabama
$251K
PFA
185
Pinnacle Family Advisors
Missouri
$250K -$419 -9 -0.2%
JTWM
186
Jackson Thornton Wealth Management
Alabama
$233K +$231K +4,950 New
BDWCC
187
B&D White Capital Company
Texas
$230K +$2.56K +55 +1%
DFS
188
Dixon Fnancial Services
California
$225K +$223K +4,791 New
BOSSRA
189
B.O.S.S. Retirement Advisors
Utah
$223K +$221K +4,739 New
GTAM
190
Global Trust Asset Management
Florida
$204K
EGWAG
191
Elwood & Goetz Wealth Advisory Group
Georgia
$203K -$10.1K -216 -5%
EAM
192
Evanson Asset Management
California
$202K +$200K +4,304 New
ODA
193
One Degree Advisors
California
$202K +$200K +4,293 New
EWA
194
EP Wealth Advisors
California
$193K +$191K +4,107 New
Comerica Bank
195
Comerica Bank
Texas
$143K +$4.89K +105 +4%
WP
196
WealthShield Partners
North Carolina
$114K
AF
197
Advisornet Financial
Minnesota
$104K +$43.5K +933 +73%
APC
198
Aspire Private Capital
North Carolina
$104K -$84.9K -1,822 -45%
PS
199
Principal Securities
Iowa
$102K +$101K +2,175 New
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$85K +$60.5K +1,299 +260%