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 (%) |
|---|---|---|---|---|---|
 Jonathan Davison Austin Asset Management Co. Inc. | 8,490 | $397,693 | $405,270.15 | $7,577.15 | 1.91% |
 Matthew B. Boersen Straight Path Wealth Management | 14,992 | $720,689.12 | $715,643.12 | -$5,046 | -0.7% |
| JPM Justin P. Mason Keb Asset Management LLC | 39,630 | $1.89M | $1.89M | $772.21 | 0.04% |
| WRC William Reid Culp III TAGStone Capital Inc. | 16,176 | $762,204.62 | $772,161.36 | $9,956.74 | 1.31% |
 Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 59,382 | $2.85M | $2.83M | -$12,767.13 | -0.45% |
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 506,382 | $24.03M | $24.17M | $145,786.45 | 0.61% |
 Lynn A. Jackson Dopkins Wealth Management LLC | 50,745 | $2.39M | $2.42M | $28,136.9 | 1.18% |
| SDR Stanley D. Royer Claris Advisors LLC / Mo / | 94,287 | $4.49M | $4.5M | $13,243.21 | 0.3% |
| EM Eric Malden Shearwater Capital LLC | 7,090 | $354,489.68 | $338,441.15 | -$16,048.53 | -4.53% |
| JBR Jacob B. Rue Shore Point Advisors LLC | 87,024 | $4.13M | $4.15M | $21,237.07 | 0.51% |
 Caitlin Garner SC&H Financial Advisors Inc. | 484,186 | $22.95M | $23.11M | $160,892.42 | 0.7% |
 Adam K. Wright Kathleen S. Wright Associates Inc. | 16,898 | $790,596.8 | $806,480.71 | $15,883.91 | 2.01% |
| CC Cortney Cost Kraft Asset Management LLC | 17,866 | $840,548.3 | $852,679.86 | $12,131.56 | 1.44% |
 Clint Dunn Beaird Harris Wealth Management LLC | 3.2M | $150.2M | $152.66M | $2.46M | 1.64% |
 Billy DeFrance Lauterbach Financial Advisors LLC | 8,302 | $399,855.85 | $396,224.57 | -$3,631.28 | -0.91% |
| WF Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 16,278 | $771,688.19 | $776,724.3 | $5,036.11 | 0.65% |
 John Gorlow Cardiff Park Advisors LLC | 15,860 | $761,445.15 | $756,759.9 | -$4,685.25 | -0.62% |
 Jay Richards Investment Advisory Group LLC | 4,365 | $210,349.35 | $208,275.97 | -$2,073.38 | -0.99% |
 Kelly Kaczmarczyk Dravo Bay LLC | 303,032 | $14.48M | $14.46M | -$20,083.08 | -0.14% |
| SP Samantha Pierangeli City State Bank | 263,092 | $12.51M | $12.55M | $43,334.79 | 0.35% |
