LNC
DFSD

Lincoln National Corp’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Lincoln National Corp’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 		– Sell
-41,290
Closed -$1.94M – 263
2024
Q1 		$1.94M Buy
41,290
+1,247
+3% +$58.6K 0.03% 339
2023
Q4 		$1.88M Buy
40,043
+4,010
+11% +$187K 0.03% 301
2023
Q3 		$1.67M Buy
36,033
+13,383
+59% +$622K 0.03% 291
2023
Q2 		$1.05M Buy
22,650
+8,904
+65% +$415K 0.02% 394
2023
Q1 		$641K Buy
+13,746
New +$639K 0.01% 505

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

Lincoln National Corp's DFSD Position: Q2 2024 in Review

Lincoln National Corp sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2024, closing a stake of 41,290 shares — an estimated $1.94M sold.

Lincoln National Corp first reported a position in DFSD in Q1 2023 and held it in 5 quarters. The position peaked at $1.94M in Q1 2024. 242 funds tracked by Wall St. Rank hold DFSD as of Q2 2024.

  • Lincoln National Corp reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 41,290 Dimensional Short-Duration Fixed Income ETF shares in Q2 2024, an estimated $1.94M.
  • Lincoln National Corp first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and held it in 5 quarters.
  • Lincoln National Corp's Dimensional Short-Duration Fixed Income ETF position peaked at $1.94M in Q1 2024.
  • 242 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.