AWM
DFSD

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

Axxcess 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
-13,852
Closed -$652K – 871
2024
Q1 		$652K Buy
13,852
+3,239
+31% +$152K 0.02% 476
2023
Q4 		$499K Buy
+10,613
New +$494K 0.01% 512

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OIA
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BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

Axxcess Wealth Management's DFSD Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2024, closing a stake of 13,852 shares — an estimated $652K sold.

Axxcess Wealth Management first reported a position in DFSD in Q4 2023 and held it in 2 quarters. The position peaked at $652K in Q1 2024. 242 funds tracked by Wall St. Rank hold DFSD as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 13,852 Dimensional Short-Duration Fixed Income ETF shares in Q2 2024, an estimated $652K.
  • Axxcess Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $652K in Q1 2024.
  • 242 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.