DFC
DFSD

DBK Financial Counsel’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

DBK Financial Counsel’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
Q4 		– Sell
-9,915
Closed -$456K – 43
2022
Q3 		$456K Sell
9,915
-3,145
-24% -$147K 0.79% 27
2022
Q2 		$612K Buy
+13,060
New +$617K 0.99% 23

Other funds holding DFSD

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
TFA
Triad Financial Advisors Greensboro, North Carolina $284M AUM 14.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

DBK Financial Counsel's DFSD Position: Q4 2022 in Review

DBK Financial Counsel sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2022, closing a stake of 9,915 shares — an estimated $456K sold.

DBK Financial Counsel first reported a position in DFSD in Q2 2022 and held it in 2 quarters. The position peaked at $612K in Q2 2022. 137 funds tracked by Wall St. Rank hold DFSD as of Q4 2022.

  • DBK Financial Counsel reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2022 after selling out during the quarter.
  • DBK Financial Counsel sold 9,915 Dimensional Short-Duration Fixed Income ETF shares in Q4 2022, an estimated $456K.
  • DBK Financial Counsel first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and held it in 2 quarters.
  • DBK Financial Counsel's Dimensional Short-Duration Fixed Income ETF position peaked at $612K in Q2 2022.
  • 137 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2022.

Based on DBK Financial Counsel's 13F filing for Q4 2022, filed 17 Jan 2023.