CAS
DFSD

Coppell Advisory Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Coppell Advisory Solutions’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
-691
Closed -$32.4K – 697
2024
Q4 		$32.4K Sell
691
-74
-10% -$3.5K ﹤0.01% 719
2024
Q3 		$36.6K Sell
765
-81
-10% -$3.84K 0.01% 656
2024
Q2 		$39.8K Buy
+846
New +$39.7K 0.01% 556
2023
Q4 		$66K Buy
1,404
+491
+54% +$22.9K 0.01% 437
2023
Q3 		$42.1K Sell
913
-3,428
-79% -$159K 0.01% 377
2023
Q2 		$201K Buy
+4,341
New +$202K 0.06% 191
2023
Q1 		– Sell
-913
Closed -$42.1K – 418
2022
Q4 		$42.1K Buy
+913
New +$41.9K 0.01% 379

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 $987M AUM 12.22% 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

Coppell Advisory Solutions's DFSD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2025, closing a stake of 691 shares — an estimated $32.4K sold.

Coppell Advisory Solutions first reported a position in DFSD in Q4 2022 and held it in 7 quarters. The position peaked at $201K in Q2 2023. 339 funds tracked by Wall St. Rank hold DFSD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 691 Dimensional Short-Duration Fixed Income ETF shares in Q1 2025, an estimated $32.4K.
  • Coppell Advisory Solutions first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Dimensional Short-Duration Fixed Income ETF position peaked at $201K in Q2 2023.
  • 339 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.