LI
DFSD

LVZ Inc’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

LVZ Inc’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
Q2 		– Sell
-23,451
Closed -$1.09M – 150
2023
Q1 		$1.09M Buy
23,451
+1,975
+9% +$91.7K 0.16% 49
2022
Q4 		$990K Buy
21,476
+1,435
+7% +$65.9K 0.15% 46
2022
Q3 		$922K Buy
20,041
+3,244
+19% +$152K 0.16% 38
2022
Q2 		$787K Buy
+16,797
New +$794K 0.13% 39

Other funds holding DFSD

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
TFA
Triad Financial Advisors Greensboro, North Carolina $284M AUM 14.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LVZ Inc's DFSD Position: Q2 2023 in Review

LVZ Inc sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2023, closing a stake of 23,451 shares — an estimated $1.09M sold.

LVZ Inc first reported a position in DFSD in Q2 2022 and held it in 4 quarters. The position peaked at $1.09M in Q1 2023. 168 funds tracked by Wall St. Rank hold DFSD as of Q2 2023.

  • LVZ Inc reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2023 after selling out during the quarter.
  • LVZ Inc sold 23,451 Dimensional Short-Duration Fixed Income ETF shares in Q2 2023, an estimated $1.09M.
  • LVZ Inc first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and held it in 4 quarters.
  • LVZ Inc's Dimensional Short-Duration Fixed Income ETF position peaked at $1.09M in Q1 2023.
  • 168 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2023.

Based on LVZ Inc's 13F filing for Q2 2023, filed 18 Jul 2023.