Elwood & Goetz Wealth Advisory Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Elwood & Goetz Wealth Advisory 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
2024 Q1	–	Sell	-4,317	Closed	-$203K	–	89
2023 Q4	$203K	Sell	4,317 -216	-5%	-$10.1K	0.04%	81
2023 Q3	$210K	Buy	+4,533	New	+$211K	0.05%	74
2023 Q1	–	Sell	-5,254	Closed	-$242K	–	65
2022 Q4	$242K	Buy	5,254 +373	+8%	+$17.1K	0.07%	58
2022 Q3	$225K	Buy	+4,881	New	+$228K	0.08%	57

Other funds holding DFSD

BHWM

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

DPW

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

OIA

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

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

BSW

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MSWMA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's DFSD Position: Q1 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2024, closing a stake of 4,317 shares — an estimated $203K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in DFSD in Q3 2022 and held it in 4 quarters. The position peaked at $242K in Q4 2022. 218 funds tracked by Wall St. Rank hold DFSD as of Q1 2024.

Elwood & Goetz Wealth Advisory Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 4,317 Dimensional Short-Duration Fixed Income ETF shares in Q1 2024, an estimated $203K.
Elwood & Goetz Wealth Advisory Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and held it in 4 quarters.
Elwood & Goetz Wealth Advisory Group's Dimensional Short-Duration Fixed Income ETF position peaked at $242K in Q4 2022.
218 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2024, filed 23 Apr 2024.