ACWM
DFSD

Adams Chetwood Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Adams Chetwood Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$32.6M Buy
680,711
+668,060
+5,281% +$32.7M 18.48% 1
2021
Q4 		$633K Buy
+12,651
New +$633K 0.43% 48

Other funds holding DFSD

PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
TFA
Triad Financial Advisors Greensboro, North Carolina $284M AUM 14.95% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $183M AUM 19.55% 1-Year Est. Return

Adams Chetwood Wealth Management's DFSD Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5,281% in Q1 2022, buying an estimated $32.7M and bringing the position to 680,711 shares worth $32.6M. The position accounts for 18.48% of the portfolio, ranked #1.

Adams Chetwood Wealth Management first reported a position in DFSD in Q4 2021 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold DFSD as of Q1 2022.

  • Adams Chetwood Wealth Management held 680,711 shares of Dimensional Short-Duration Fixed Income ETF worth $32.6M as of Q1 2022.
  • Adams Chetwood Wealth Management bought 668,060 Dimensional Short-Duration Fixed Income ETF shares in Q1 2022, an estimated $32.7M.
  • Dimensional Short-Duration Fixed Income ETF made up 18.48% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #1 holding.
  • Adams Chetwood Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.