AWM
DFSD

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

Angeles 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
2024
Q2 		– Sell
-11
Closed -$517 – 310
2024
Q1 		$517 Buy
+11
New +$517 ﹤0.01% 292

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MSWMA
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Angeles Wealth Management's DFSD Position: Q2 2024 in Review

Angeles Wealth Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2024, closing a stake of 11 shares — an estimated $517 sold.

Angeles Wealth Management first reported a position in DFSD in Q1 2024 and held it in 1 quarter. The position peaked at $517 in Q1 2024. 242 funds tracked by Wall St. Rank hold DFSD as of Q2 2024.

  • Angeles Wealth Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Angeles Wealth Management sold 11 Dimensional Short-Duration Fixed Income ETF shares in Q2 2024, an estimated $517.
  • Angeles Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and held it in 1 quarter.
  • Angeles Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $517 in Q1 2024.
  • 242 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2024.

Based on Angeles Wealth Management's 13F filing for Q2 2024, filed 7 Aug 2024.