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

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

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return