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 (%) |
|---|---|---|---|---|---|
 Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 46,962 | $2.17M | $2.19M | $27,715.4 | 1.28% |
 Larry Herold Herold Advisors Inc. | 11,548 | $550,839.6 | $540,388.66 | -$10,450.94 | -1.9% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 328,907 | $15.57M | $15.4M | -$166,402.64 | -1.07% |
 Bobby Adusumilli SJS Investment Consulting Inc. | 87,060 | $4.18M | $4.08M | -$106,815.08 | -2.55% |
 Olalekan F. Adeduji Washington Trust Advisors Inc. | 24,528 | $1.17M | $1.15M | -$27,441.17 | -2.34% |
 Marc Dacanay Geometric Wealth Advisors | 26,865 | $1.28M | $1.26M | -$21,516.91 | -1.68% |
 Jonathan Davison Austin Asset Management Co. Inc. | 7,510 | $351,966.2 | $351,580.65 | -$385.55 | -0.11% |
 Matthew B. Boersen Straight Path Wealth Management | 37,638 | $1.8M | $1.76M | -$37,374.83 | -2.08% |
| JPM Justin P. Mason Keb Asset Management LLC | 32,057 | $1.53M | $1.5M | -$33,389.48 | -2.18% |
 William Reid Culp III TAGStone Capital Inc. | 12,800 | $603,532.62 | $599,552 | -$3,980.62 | -0.66% |
 Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 59,382 | $2.85M | $2.78M | -$67,992.39 | -2.39% |
 J. Adam Causey Jackson Thornton Wealth Management LLC | 549,062 | $26.06M | $25.68M | -$379,819.27 | -1.46% |
 Lynn A. Jackson Dopkins Wealth Management LLC | 50,745 | $2.39M | $2.38M | -$17,853.29 | -0.75% |
 Stanley D. Royer Claris Advisors LLC / Mo / | 115,891 | $5.52M | $5.42M | -$93,779.28 | -1.7% |
| EM Eric Malden Shearwater Capital LLC | 7,095 | $354,722.04 | $332,081.47 | -$22,640.57 | -6.38% |
 Robert Lucia Andrews, Lucia Wealth Management LLC | 6,580 | $313,866 | $308,075.6 | -$5,790.4 | -1.84% |
 Jacob B. Rue Shore Point Advisors LLC | 89,101 | $4.23M | $4.17M | -$53,803.52 | -1.27% |
 Caitlin Garner SC&H Financial Advisors Inc. | 528,603 | $25.07M | $24.76M | -$303,845.66 | -1.21% |
 Adam K. Wright Kathleen S. Wright Associates Inc. | 16,898 | $790,596.8 | $791,417.83 | $821.03 | 0.1% |
| CC Cortney Cost Kraft Asset Management LLC | 17,866 | $840,548.3 | $836,486.12 | -$4,062.18 | -0.48% |
2026 © Marketlog. All Rights Reserved.
