GI
DFSD

Gradient Investments’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Gradient Investments’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 		– Sell
-99
Closed -$4.65K – 539
2024
Q2 		$4.65K Hold
99
– – ﹤0.01% 873
2024
Q1 		$4.66K Hold
99
– – ﹤0.01% 735
2023
Q4 		$4.65K Hold
99
– – ﹤0.01% 1016
2023
Q3 		$4.59K Hold
99
– – ﹤0.01% 969
2023
Q2 		$4.59K Hold
99
– – ﹤0.01% 970
2023
Q1 		$4.62K Buy
+99
New +$4.6K ﹤0.01% 969

Other funds holding DFSD

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

Gradient Investments's DFSD Position: Q3 2024 in Review

Gradient Investments sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2024, closing a stake of 99 shares — an estimated $4.65K sold.

Gradient Investments first reported a position in DFSD in Q1 2023 and held it in 6 quarters. The position peaked at $4.66K in Q1 2024. 249 funds tracked by Wall St. Rank hold DFSD as of Q3 2024.

  • Gradient Investments reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 99 Dimensional Short-Duration Fixed Income ETF shares in Q3 2024, an estimated $4.65K.
  • Gradient Investments first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and held it in 6 quarters.
  • Gradient Investments's Dimensional Short-Duration Fixed Income ETF position peaked at $4.66K in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.