Level Four Advisory Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
Other funds holding DFSD
EP
FPAS
OIA
BHWM
SC
PCI
DPW
AC
Level Four Advisory Services's DFSD Position: Q4 2024 in Review
Level Four Advisory Services sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2024, closing a stake of 10,204 shares — an estimated $482K sold.
Level Four Advisory Services first reported a position in DFSD in Q2 2024 and held it in 2 quarters. The position peaked at $485K in Q2 2024. 323 funds tracked by Wall St. Rank hold DFSD as of Q4 2024.
- Level Four Advisory Services reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
- Level Four Advisory Services sold 10,204 Dimensional Short-Duration Fixed Income ETF shares in Q4 2024, an estimated $482K.
- Level Four Advisory Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and held it in 2 quarters.
- Level Four Advisory Services's Dimensional Short-Duration Fixed Income ETF position peaked at $485K in Q2 2024.
- 323 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2024.
Based on Level Four Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.