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Ashleigh Swayze

Demming Financial Services Corp Adv

Assets Managed
$137.761M
Holdings
37
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
3.57%(2Q avg: 1.79%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Demming Financial Services Corp Adv's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Demming Financial Services Corp Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 137.761M in assets, with a quarterly growth rate of 3.57% and a 2-quarter average growth rate of 1.79%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.87%
34.97%
$48.166M
1.239M shares@ $38.87 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 1.78%
31.76%
$43.744M
1.288M shares@ $33.98 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 3.03%
5.98%
$8.237M
243,278 shares@ $33.86 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -0.66%
5.64%
$7.764M
109,135 shares@ $71.15 avg price
DFAW
Dimenstional World Eqty Etf
Recent Activity
Increased 5.77%
5.33%
$7.339M
99,467 shares@ $73.79 avg price
FPAG
Fpa Global Equity Etf New
Recent Activity
Increased 3.19%
2.74%
$3.766M
103,816 shares@ $36.29 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 24.92%
1.12%
$1.535M
39,391 shares@ $38.97 avg price
DFNM
Dimensional National Muni Bd
Recent Activity
Increased 8.39%
1.07%
$1.46M
30,473 shares@ $47.93 avg price
LDDR
Lifex 2035 Term Incm Etf-usd
Recent Activity
0.89%
$1.217M
14,901 shares@ $81.66 avg price
DFSD
Dimensional Short Duration
Recent Activity
Decreased -1.51%
0.88%
$1.209M
25,246 shares@ $47.89 avg price

1-10 of 37