JSW
DFSD

Journey Strategic Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Journey Strategic Wealth’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
-4,498
Closed -$211K – 512
2024
Q4 		$211K Sell
4,498
-1,583
-26% -$74.9K 0.01% 457
2024
Q3 		$290K Buy
+6,081
New +$289K 0.01% 344

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

Journey Strategic Wealth's DFSD Position: Q1 2025 in Review

Journey Strategic Wealth sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2025, closing a stake of 4,498 shares — an estimated $211K sold.

Journey Strategic Wealth first reported a position in DFSD in Q3 2024 and held it in 2 quarters. The position peaked at $290K in Q3 2024. 339 funds tracked by Wall St. Rank hold DFSD as of Q1 2025.

  • Journey Strategic Wealth reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 4,498 Dimensional Short-Duration Fixed Income ETF shares in Q1 2025, an estimated $211K.
  • Journey Strategic Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and held it in 2 quarters.
  • Journey Strategic Wealth's Dimensional Short-Duration Fixed Income ETF position peaked at $290K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2025.

Based on Journey Strategic Wealth's 13F filing for Q1 2025, filed 6 May 2025.