FTIS
DFSD

First Trust Investment Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

First Trust Investment Solutions’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 		$254K Hold
5,318
– – 0.03% 248
2024
Q2 		$250K Buy
+5,318
New +$250K 0.04% 228

Other funds holding DFSD

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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

First Trust Investment Solutions's DFSD Position: Q3 2024 in Review

First Trust Investment Solutions held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q3 2024 at 5,318 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #248.

First Trust Investment Solutions first reported a position in DFSD in Q2 2024 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold DFSD as of Q3 2024.

  • First Trust Investment Solutions held 5,318 shares of Dimensional Short-Duration Fixed Income ETF worth $254K as of Q3 2024.
  • First Trust Investment Solutions left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q3 2024.
  • Dimensional Short-Duration Fixed Income ETF made up 0.03% of First Trust Investment Solutions's portfolio in Q3 2024, its #248 holding.
  • First Trust Investment Solutions first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.