We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1
Beaird Harris Wealth Management
Texas
$106M +$9.82M +208,969 +10%
DPW
2
DiNuzzo Private Wealth
Pennsylvania
$91.6M -$2.36M -50,230 -3%
OIA
3
OneDigital Investment Advisors
Kansas
$83.2M +$23.6M +501,299 +40%
HighTower Advisors
4
HighTower Advisors
Illinois
$74.3M +$45.9M +975,759 +162%
BSW
5
Buckingham Strategic Wealth
Missouri
$74.2M +$30.2M +641,609 +69%
Jane Street
6
Jane Street
New York
$52.9M +$32.2M +684,369 +155%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$49.8M +$15.9M +338,816 +47%
MSWMA
8
Market Street Wealth Management Advisors
Indiana
$47.8M +$4.53M +96,397 +10%
SC
9
Savant Capital
Illinois
$42.5M +$12.7M +270,347 +43%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$40M +$4.47M +95,051 +13%
AssetMark Inc
11
AssetMark Inc
California
$38.1M -$1.31M -27,883 -3%
W
12
WPWealth
Texas
$38M +$28.1M +596,826 +281%
AC
13
Apella Capital
Connecticut
$37.9M +$2.92M +62,121 +8%
GWWM
14
Great Waters Wealth Management
Minnesota
$37.6M +$7.3M +155,371 +24%
PFM
15
Phillips Financial Management
Indiana
$29.4M +$5.45M +115,962 +23%
RK
16
Rather & Kittrell
Tennessee
$25.9M +$6.05M +128,629 +30%
MWM
17
Mattern Wealth Management
Kansas
$24.1M +$1.31M +27,782 +6%
RIP
18
RAM Investment Partners
Washington
$23.8M +$990K +21,057 +4%
GFA
19
Grunden Financial Advisory
Texas
$20.7M +$411K +8,751 +2%
RA
20
RFG Advisory
Alabama
$19.4M +$924K +19,667 +5%
BC
21
Burney Company
Virginia
$18.7M -$4.85M -103,102 -21%
SWA
22
Sax Wealth Advisors
New Jersey
$18.2M +$7.03M +149,618 +63%
WA
23
Waverly Advisors
Alabama
$18.1M -$1.34M -28,550 -7%
RWM
24
Rockwood Wealth Management
Pennsylvania
$15.9M +$1.96M +41,667 +14%
VWA
25
Valued Wealth Advisors
Utah
$15.4M +$192K +4,080 +1%