CFGS
DFSD

Concourse Financial Group Securities’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-237
Closed -$11.1K – 494
2024
Q4 		$11.1K Sell
237
-4,868
-95% -$230K ﹤0.01% 1695
2024
Q3 		$244K Sell
5,105
-237
-4% -$11.2K 0.01% 646
2024
Q2 		$251K Hold
5,342
– – 0.02% 623
2024
Q1 		$251K Hold
5,342
– – 0.02% 611
2023
Q4 		$251K Hold
5,342
– – 0.02% 592
2023
Q3 		$248K Buy
+5,342
New +$248K 0.02% 560

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concourse Financial Group Securities's DFSD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2025, closing a stake of 237 shares — an estimated $11.1K sold.

Concourse Financial Group Securities first reported a position in DFSD in Q3 2023 and held it in 6 quarters. The position peaked at $251K in Q1 2024. 339 funds tracked by Wall St. Rank hold DFSD as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 237 Dimensional Short-Duration Fixed Income ETF shares in Q1 2025, an estimated $11.1K.
  • Concourse Financial Group Securities first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and held it in 6 quarters.
  • Concourse Financial Group Securities's Dimensional Short-Duration Fixed Income ETF position peaked at $251K in Q1 2024.
  • 339 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.