We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
176
TCP Asset Management
Ohio
$2.26M +$251K +5,277 +13%
SIS
177
Strategic Investment Solutions
Illinois
$2.24M -$230K -4,829 -9%
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$2.22M +$2.21M +46,331 New
SFS
179
Sowell Financial Services
Arkansas
$2.22M +$104K +2,188 +5%
I
180
INVST
Indiana
$2.21M +$345K +7,248 +19%
DWM
181
Dopkins Wealth Management
New York
$2.14M +$199K +4,187 +10%
SPA
182
Shore Point Advisors
New Jersey
$2.14M +$114K +2,395 +6%
PFA
183
Pillar Financial Advisors
Kentucky
$2.07M -$46.1K -968 -2%
IA
184
IFP Advisors
Florida
$2.06M -$10.7M -223,735 -84%
HTWM
185
Hartmann Taylor Wealth Management
Texas
$2.03M -$674K -14,150 -25%
WRPWM
186
Werba Rubin Papier Wealth Management
California
$1.98M +$686K +14,412 +54%
S4W
187
Solutions 4 Wealth
Texas
$1.97M -$30.7K -645 -2%
APW
188
Austin Private Wealth
Texas
$1.92M +$1.61M +33,708 +540%
SPI
189
Sutton Place Investors
New York
$1.85M -$77.3K -1,623 -4%
AIS
190
American Investment Services
Massachusetts
$1.79M -$42.4K -890 -2%
SWM
191
Sentinel Wealth Management
Virginia
$1.75M +$1.73M +36,411 New
QHA
192
Quarry Hill Advisors
Minnesota
$1.73M +$248K +5,201 +17%
Raymond James Financial
193
Raymond James Financial
Florida
$1.73M -$660K -13,861 -28%
WAN
194
Wealth Advisors Northwest
Oregon
$1.72M +$1.27M +26,584 +285%
Pathstone Holdings
195
Pathstone Holdings
New Jersey
$1.72M +$100K +2,102 +6%
SEIA
196
Signature Estate & Investment Advisors
California
$1.7M +$72.8K +1,528 +5%
Northern Trust
197
Northern Trust
Illinois
$1.69M +$1.67M +35,168 New
WANY
198
Wealthspire Advisors (New York)
New York
$1.66M +$797K +16,726 +94%
BIA
199
Barry Investment Advisors
Massachusetts
$1.63M +$308K +6,468 +24%
SIAG
200
Safeguard Investment Advisory Group
California
$1.61M -$1K -21 -0.1%