BWM
DFSD

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

Birchcreek 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
Q3 		– Sell
-13,904
Closed -$653K – 127
2024
Q2 		$653K Buy
+13,904
New +$653K 0.37% 62

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SC
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Birchcreek Wealth Management's DFSD Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2024, closing a stake of 13,904 shares — an estimated $653K sold.

Birchcreek Wealth Management first reported a position in DFSD in Q2 2024 and held it in 1 quarter. The position peaked at $653K in Q2 2024. 249 funds tracked by Wall St. Rank hold DFSD as of Q3 2024.

  • Birchcreek Wealth Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 13,904 Dimensional Short-Duration Fixed Income ETF shares in Q3 2024, an estimated $653K.
  • Birchcreek Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and held it in 1 quarter.
  • Birchcreek Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $653K in Q2 2024.
  • 249 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.