FFM
DFSD

Flagstone Financial Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Flagstone Financial 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
2023
Q1 		– Sell
-4,519
Closed -$208K – 42
2022
Q4 		$208K Buy
+4,519
New +$208K 0.13% 42

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GWWM
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RA
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PAS
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CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CPIG
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Flagstone Financial Management's DFSD Position: Q1 2023 in Review

Flagstone Financial Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2023, closing a stake of 4,519 shares — an estimated $208K sold.

Flagstone Financial Management first reported a position in DFSD in Q4 2022 and held it in 1 quarter. The position peaked at $208K in Q4 2022. 153 funds tracked by Wall St. Rank hold DFSD as of Q1 2023.

  • Flagstone Financial Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
  • Flagstone Financial Management sold 4,519 Dimensional Short-Duration Fixed Income ETF shares in Q1 2023, an estimated $208K.
  • Flagstone Financial Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and held it in 1 quarter.
  • Flagstone Financial Management's Dimensional Short-Duration Fixed Income ETF position peaked at $208K in Q4 2022.
  • 153 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2023.

Based on Flagstone Financial Management's 13F filing for Q1 2023, filed 20 Apr 2023.