HFA
DFSD

Hershey Financial Advisers’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Hershey Financial Advisers’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
Q2 		$6.44K Buy
+137
New +$6.43K 0.01% 106

Other funds holding DFSD

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

Hershey Financial Advisers's DFSD Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2024: 137 shares worth $6.44K. The stake represents 0.01% of the portfolio and ranks #106 among its holdings.

242 funds tracked by Wall St. Rank hold DFSD as of Q2 2024.

  • Hershey Financial Advisers held 137 shares of Dimensional Short-Duration Fixed Income ETF worth $6.44K as of Q2 2024.
  • Dimensional Short-Duration Fixed Income ETF was a new Hershey Financial Advisers position in Q2 2024.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #106 holding.
  • 242 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.