Drive Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Drive Wealth Management’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 Q2	–	Sell	-11,325	Closed	-$533K	–	325
2024 Q1	$533K	Hold	11,325	–	–	0.15%	122
2023 Q4	$532K	Hold	11,325	–	–	0.17%	115
2023 Q3	$525K	Hold	11,325	–	–	0.19%	105
2023 Q2	$525K	Hold	11,325	–	–	0.19%	111
2023 Q1	$528K	Sell	11,325 -11,326	-50%	-$526K	0.22%	109
2022 Q4	$1.04M	Buy	22,651 +12	+0.1%	+$551	0.52%	45
2022 Q3	$1.04M	Sell	22,639 -332	-1%	-$15.5K	0.99%	23
2022 Q2	$1.08M	Sell	22,971 -738	-3%	-$34.9K	0.98%	21
2022 Q1	$1.14M	Buy	+23,709	New	+$1.16M	0.96%	22

Other funds holding DFSD

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Drive Wealth Management's DFSD Position: Q2 2024 in Review

Drive Wealth Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2024, closing a stake of 11,325 shares — an estimated $533K sold.

Drive Wealth Management first reported a position in DFSD in Q1 2022 and held it in 9 quarters. The position peaked at $1.14M in Q1 2022. 242 funds tracked by Wall St. Rank hold DFSD as of Q2 2024.

Drive Wealth Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
Drive Wealth Management sold 11,325 Dimensional Short-Duration Fixed Income ETF shares in Q2 2024, an estimated $533K.
Drive Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2022 and held it in 9 quarters.
Drive Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.14M in Q1 2022.
242 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2024.

Based on Drive Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.