BWM
DFSD

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

Baystate 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
2023
Q4 		$226 Buy
+4
New +$186 ﹤0.01% 1258

Other funds holding DFSD

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Baystate Wealth Management's DFSD Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2023: 4 shares worth $226. The stake represents ﹤0.01% of the portfolio and ranks #1258 among its holdings.

214 funds tracked by Wall St. Rank hold DFSD as of Q4 2023.

  • Baystate Wealth Management held 4 shares of Dimensional Short-Duration Fixed Income ETF worth $226 as of Q4 2023.
  • Dimensional Short-Duration Fixed Income ETF was a new Baystate Wealth Management position in Q4 2023.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1258 holding.
  • 214 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.