DADC
DFSD

D.A. Davidson & Co’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

D.A. Davidson & Co’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 		– Sell
-4,290
Closed -$202K – 1393
2024
Q2 		$202K Buy
+4,290
New +$201K ﹤0.01% 1282

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 $10.2B AUM 16.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D.A. Davidson & Co's DFSD Position: Q3 2024 in Review

D.A. Davidson & Co sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2024, closing a stake of 4,290 shares — an estimated $202K sold.

D.A. Davidson & Co first reported a position in DFSD in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 249 funds tracked by Wall St. Rank hold DFSD as of Q3 2024.

  • D.A. Davidson & Co reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • D.A. Davidson & Co sold 4,290 Dimensional Short-Duration Fixed Income ETF shares in Q3 2024, an estimated $202K.
  • D.A. Davidson & Co first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and held it in 1 quarter.
  • D.A. Davidson & Co's Dimensional Short-Duration Fixed Income ETF position peaked at $202K in Q2 2024.
  • 249 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2024.

Based on D.A. Davidson & Co's 13F filing for Q3 2024, filed 13 Nov 2024.