BDWCC
DFSD

B&D White Capital Company’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

B&D White Capital Company’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
Q4 		– Sell
-4,645
Closed -$222K – 77
2024
Q3 		$222K Sell
4,645
-59
-1% -$2.8K 0.04% 70
2024
Q2 		$221K Sell
4,704
-166
-3% -$7.79K 0.05% 41
2024
Q1 		$236K Sell
4,870
-12
-0.2% -$564 0.05% 51
2023
Q4 		$230K Buy
4,882
+55
+1% +$2.56K 0.07% 53
2023
Q3 		$224K Sell
4,827
-2,515
-34% -$117K 0.08% 58
2023
Q2 		$340K Buy
7,342
+2,381
+48% +$111K 0.12% 48
2023
Q1 		$231K Sell
4,961
-92
-2% -$4.27K 0.08% 49
2022
Q4 		$233K Buy
+5,053
New +$232K 0.06% 73

Other funds holding DFSD

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

B&D White Capital Company's DFSD Position: Q4 2024 in Review

B&D White Capital Company sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2024, closing a stake of 4,645 shares — an estimated $222K sold.

B&D White Capital Company first reported a position in DFSD in Q4 2022 and held it in 8 quarters. The position peaked at $340K in Q2 2023. 323 funds tracked by Wall St. Rank hold DFSD as of Q4 2024.

  • B&D White Capital Company reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • B&D White Capital Company sold 4,645 Dimensional Short-Duration Fixed Income ETF shares in Q4 2024, an estimated $222K.
  • B&D White Capital Company first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and held it in 8 quarters.
  • B&D White Capital Company's Dimensional Short-Duration Fixed Income ETF position peaked at $340K in Q2 2023.
  • 323 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2024.

Based on B&D White Capital Company's 13F filing for Q4 2024, filed 4 Feb 2025.