Great Point Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Great Point Wealth Advisors’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	-109,687	Closed	-$5.16M	–	56
2023 Q4	$5.16M	Buy	109,687 +14,918	+16%	+$695K	1.34%	22
2023 Q3	$4.4M	Buy	94,769 +4,640	+5%	+$216K	1.32%	23
2023 Q2	$4.18M	Buy	90,129 +20,475	+29%	+$954K	1.26%	25
2023 Q1	$3.25M	Buy	69,654 +5,077	+8%	+$236K	1.03%	28
2022 Q4	$2.98M	Sell	64,577 -20,638	-24%	-$948K	1%	27
2022 Q3	$3.92M	Sell	85,215 -37,636	-31%	-$1.76M	1.46%	23
2022 Q2	$5.76M	Buy	+122,851	New	+$5.8M	2.04%	19

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

Great Point Wealth Advisors's DFSD Position: Q1 2024 in Review

Great Point Wealth Advisors sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2024, closing a stake of 109,687 shares — an estimated $5.16M sold.

Great Point Wealth Advisors first reported a position in DFSD in Q2 2022 and held it in 7 quarters. The position peaked at $5.76M in Q2 2022. 218 funds tracked by Wall St. Rank hold DFSD as of Q1 2024.

Great Point Wealth Advisors reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
Great Point Wealth Advisors sold 109,687 Dimensional Short-Duration Fixed Income ETF shares in Q1 2024, an estimated $5.16M.
Great Point Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and held it in 7 quarters.
Great Point Wealth Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $5.76M in Q2 2022.
218 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2024.

Based on Great Point Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.