BA
DFSD

Bridgewater Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Bridgewater Advisors’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
2022
Q3 		– Sell
-16,675
Closed -$782K – 155
2022
Q2 		$782K Buy
+16,675
New +$788K 0.16% 100

Other funds holding DFSD

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TFA
Triad Financial Advisors Greensboro, North Carolina $284M AUM 14.95% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Bridgewater Advisors's DFSD Position: Q3 2022 in Review

Bridgewater Advisors sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2022, closing a stake of 16,675 shares — an estimated $782K sold.

Bridgewater Advisors first reported a position in DFSD in Q2 2022 and held it in 1 quarter. The position peaked at $782K in Q2 2022. 86 funds tracked by Wall St. Rank hold DFSD as of Q3 2022.

  • Bridgewater Advisors reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2022 after selling out during the quarter.
  • Bridgewater Advisors sold 16,675 Dimensional Short-Duration Fixed Income ETF shares in Q3 2022, an estimated $782K.
  • Bridgewater Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and held it in 1 quarter.
  • Bridgewater Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $782K in Q2 2022.
  • 86 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2022.

Based on Bridgewater Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.