LWAC
DFSD

Laurel Wealth Advisors (California)’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$416K Buy
+9,022
New +$414K 0.04% 399

Other funds holding DFSD

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
TFA
Triad Financial Advisors Greensboro, North Carolina $284M AUM 14.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DFSD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2022: 9,022 shares worth $416K. The stake represents 0.04% of the portfolio and ranks #399 among its holdings.

137 funds tracked by Wall St. Rank hold DFSD as of Q4 2022.

  • Laurel Wealth Advisors (California) held 9,022 shares of Dimensional Short-Duration Fixed Income ETF worth $416K as of Q4 2022.
  • Dimensional Short-Duration Fixed Income ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Dimensional Short-Duration Fixed Income ETF made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #399 holding.
  • 137 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.