Want to track DFSD and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Dimensional Short-Duration Fixed Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Topsail Wealth Management LLC Topsail Wealth Management LLC | 2,693 | $128,842.07 | $125,992 | -$2,850.07 | -2.21% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 1,973 | $94,570.7 | $92,287.07 | -$2,283.63 | -2.41% |
| KV Katherine Vessenes Vestment Financial LLC | 501,820 | $23.73M | $23.5M | -$230,719.86 | -0.97% |
 Pinney & Scofield Inc. Pinney & Scofield Inc. | 5,184 | $245,558.42 | $242,818.56 | -$2,739.86 | -1.12% |
 Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 352,635 | $16.95M | $16.5M | -$449,646 | -2.65% |
 Hartmann Taylor Wealth Management LLC Hartmann Taylor Wealth Management LLC | 39,305 | $1.87M | $1.84M | -$29,112.67 | -1.56% |
 Kilter Group LLC Kilter Group LLC | 1,250 | $60,159.76 | $58,512.5 | -$1,647.26 | -2.74% |
 Timothy Dwight SpringVest Wealth Management LLC | 125,853 | $6.01M | $5.89M | -$117,114.14 | -1.95% |
 Allison Vanaski Arcadia Wealth Management Inc. | 170,659 | $8.1M | $7.99M | -$116,071.52 | -1.43% |
| ECC Elizabeth C. Carr CLG LLC | 10,197 | $480,517.37 | $477,729.45 | -$2,787.92 | -0.58% |
 Candy Palugi Claris Financial LLC | 6,442 | $308,855.28 | $301,711.07 | -$7,144.21 | -2.31% |
 Binnacle Investments Inc. Binnacle Investments Inc. | 104,628 | $4.98M | $4.9M | -$83,138.36 | -1.67% |
 Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 4,579 | $218,647 | $214,457.46 | -$4,189.54 | -1.92% |
| RLA Richard Lance Alston New Dimensions Wealth Management LLC | 138,659 | $6.6M | $6.49M | -$109,914.22 | -1.67% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 327,035 | $15.42M | $15.31M | -$118,075.77 | -0.77% |
 Maseco LLP Maseco LLP | 772,357 | $37.07M | $36.13M | -$935,946.39 | -2.52% |
 Jon Lewis Midwest Trust Co | 4,525 | $217,221.22 | $211,656.87 | -$5,564.35 | -2.56% |
 William P. Ratcliff Rebel Financial LLC | 4,950 | $237,347.64 | $231,660 | -$5,687.64 | -2.4% |
 Nathaniel W. Klitzing Cambridge Capital Management LLC | 196,622 | $9.41M | $9.2M | -$211,852.39 | -2.25% |
 Molly Wheeler Burk Holdings LLC | 158,862 | $7.54M | $7.43M | -$112,322.4 | -1.49% |
2026 © Marketlog. All Rights Reserved.
