CWG
DFSD

Crown Wealth Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Crown Wealth Group’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
Q1 		– Sell
-66,491
Closed -$3.33M – 101
2021
Q4 		$3.33M Buy
+66,491
New +$3.33M 3.09% 8

Other funds holding DFSD

PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
TFA
Triad Financial Advisors Greensboro, North Carolina $284M AUM 14.95% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Crown Wealth Group's DFSD Position: Q1 2022 in Review

Crown Wealth Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2022, closing a stake of 66,491 shares — an estimated $3.33M sold.

Crown Wealth Group first reported a position in DFSD in Q4 2021 and held it in 1 quarter. The position peaked at $3.33M in Q4 2021. 33 funds tracked by Wall St. Rank hold DFSD as of Q1 2022.

  • Crown Wealth Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2022 after selling out during the quarter.
  • Crown Wealth Group sold 66,491 Dimensional Short-Duration Fixed Income ETF shares in Q1 2022, an estimated $3.33M.
  • Crown Wealth Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and held it in 1 quarter.
  • Crown Wealth Group's Dimensional Short-Duration Fixed Income ETF position peaked at $3.33M in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2022.

Based on Crown Wealth Group's 13F filing for Q1 2022, filed 13 Jul 2022.