Global Trust Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Global Trust Asset 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
2025 Q1	–	Sell	-290	Closed	-$13.6K	–	483
2024 Q4	$13.6K	Sell	290 -3,347	-92%	-$158K	0.01%	391
2024 Q3	$174K	Sell	3,637 -498	-12%	-$23.6K	0.06%	189
2024 Q2	$194K	Buy	4,135 +2	+0%	+$94	0.08%	162
2024 Q1	$194K	Sell	4,133 -217	-5%	-$10.2K	0.08%	162
2023 Q4	$204K	Hold	4,350	–	–	0.09%	144
2023 Q3	$202K	Sell	4,350 -40	-0.9%	-$1.86K	0.1%	144
2023 Q2	$203K	Hold	4,390	–	–	0.09%	146
2023 Q1	$205K	Hold	4,390	–	–	0.1%	140
2022 Q4	$202K	Sell	4,390 -1,700	-28%	-$78.1K	0.1%	141
2022 Q3	$280K	Sell	6,090 -5,770	-49%	-$270K	0.15%	118
2022 Q2	$556K	Buy	+11,860	New	+$560K	0.27%	89

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

OIA

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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

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

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

Global Trust Asset Management's DFSD Position: Q1 2025 in Review

Global Trust Asset Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2025, closing a stake of 290 shares — an estimated $13.6K sold.

Global Trust Asset Management first reported a position in DFSD in Q2 2022 and held it in 11 quarters. The position peaked at $556K in Q2 2022. 339 funds tracked by Wall St. Rank hold DFSD as of Q1 2025.

Global Trust Asset Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
Global Trust Asset Management sold 290 Dimensional Short-Duration Fixed Income ETF shares in Q1 2025, an estimated $13.6K.
Global Trust Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and held it in 11 quarters.
Global Trust Asset Management's Dimensional Short-Duration Fixed Income ETF position peaked at $556K in Q2 2022.
339 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2025.

Based on Global Trust Asset Management's 13F filing for Q1 2025, filed 18 Apr 2025.