IFPG
DFSD

Intrepid Financial Planning Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Intrepid Financial Planning Group’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
-6,605
Closed -$310K – 121
2024
Q4 		$310K Hold
6,605
– – 0.13% 93
2024
Q3 		$315K Sell
6,605
-110
-2% -$5.22K 0.14% 93
2024
Q2 		$316K Hold
6,715
– – 0.14% 95
2024
Q1 		$316K Hold
6,715
– – 0.14% 97
2023
Q4 		$316K Sell
6,715
-20
-0.3% -$932 0.15% 88
2023
Q3 		$312K Hold
6,735
– – 0.16% 81
2023
Q2 		$312K Sell
6,735
-20
-0.3% -$932 0.15% 86
2023
Q1 		$315K Hold
6,755
– – 0.16% 83
2022
Q4 		$311K Buy
+6,755
New +$310K 0.17% 80

Other funds holding DFSD

Focus Partners Wealth
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
SC
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
AC
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Intrepid Financial Planning Group's DFSD Position: Q1 2025 in Review

Intrepid Financial Planning Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2025, closing a stake of 6,605 shares — an estimated $310K sold.

Intrepid Financial Planning Group first reported a position in DFSD in Q4 2022 and held it in 9 quarters. The position peaked at $316K in Q1 2024. 339 funds tracked by Wall St. Rank hold DFSD as of Q1 2025.

  • Intrepid Financial Planning Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 6,605 Dimensional Short-Duration Fixed Income ETF shares in Q1 2025, an estimated $310K.
  • Intrepid Financial Planning Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and held it in 9 quarters.
  • Intrepid Financial Planning Group's Dimensional Short-Duration Fixed Income ETF position peaked at $316K in Q1 2024.
  • 339 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2025, filed 13 May 2025.