CAN
DFSD

Cetera Advisor Networks’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Cetera Advisor Networks’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
Q1 		$461K Buy
9,805
+2,329
+31% +$109K ﹤0.01% 1986
2023
Q4 		$351K Buy
+7,476
New +$348K ﹤0.01% 2130

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 $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Advisor Networks's DFSD Position: Q1 2024 in Review

Cetera Advisor Networks increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 31% in Q1 2024, buying an estimated $109K and bringing the position to 9,805 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Cetera Advisor Networks first reported a position in DFSD in Q4 2023 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold DFSD as of Q1 2024.

  • Cetera Advisor Networks held 9,805 shares of Dimensional Short-Duration Fixed Income ETF worth $461K as of Q1 2024.
  • Cetera Advisor Networks bought 2,329 Dimensional Short-Duration Fixed Income ETF shares in Q1 2024, an estimated $109K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1986 holding.
  • Cetera Advisor Networks first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.