LWM
DFSD

LJI Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

LJI Wealth Management’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
2023
Q3 		– Sell
-66,928
Closed -$281K – 174
2023
Q2 		$281K Buy
66,928
+59,885
+850% +$2.79M 0.08% 124
2023
Q1 		$329K Sell
7,043
-109
-2% -$5.06K 0.1% 103
2022
Q4 		$330K Buy
+7,152
New +$328K 0.12% 90

Other funds holding DFSD

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
TFA
Triad Financial Advisors Greensboro, North Carolina $284M AUM 14.95% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

LJI Wealth Management's DFSD Position: Q3 2023 in Review

LJI Wealth Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2023, closing a stake of 66,928 shares — an estimated $281K sold.

LJI Wealth Management first reported a position in DFSD in Q4 2022 and held it in 3 quarters. The position peaked at $330K in Q4 2022. 181 funds tracked by Wall St. Rank hold DFSD as of Q3 2023.

  • LJI Wealth Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
  • LJI Wealth Management sold 66,928 Dimensional Short-Duration Fixed Income ETF shares in Q3 2023, an estimated $281K.
  • LJI Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and held it in 3 quarters.
  • LJI Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $330K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2023.

Based on LJI Wealth Management's 13F filing for Q3 2023, filed 2 Feb 2024.