C
DFSD

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

CEDRUS’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 		$437K Buy
+9,151
New +$434K 0.16% 104

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CEDRUS's DFSD Position: Q3 2024 in Review

CEDRUS opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2024: 9,151 shares worth $437K. The stake represents 0.16% of the portfolio and ranks #104 among its holdings.

249 funds tracked by Wall St. Rank hold DFSD as of Q3 2024.

  • CEDRUS held 9,151 shares of Dimensional Short-Duration Fixed Income ETF worth $437K as of Q3 2024.
  • Dimensional Short-Duration Fixed Income ETF was a new CEDRUS position in Q3 2024.
  • Dimensional Short-Duration Fixed Income ETF made up 0.16% of CEDRUS's portfolio in Q3 2024, its #104 holding.
  • 249 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.