PNC Financial Services Group
DFSD

PNC Financial Services Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

PNC Financial Services Group’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
Q4 		– Sell
-1,350
Closed -$62.6K – 4655
2023
Q3 		$62.6K Buy
+1,350
New +$62.8K ﹤0.01% 2830

Other funds holding DFSD

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 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
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

PNC Financial Services Group's DFSD Position: Q4 2023 in Review

PNC Financial Services Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2023, closing a stake of 1,350 shares — an estimated $62.6K sold.

PNC Financial Services Group first reported a position in DFSD in Q3 2023 and held it in 1 quarter. The position peaked at $62.6K in Q3 2023. 214 funds tracked by Wall St. Rank hold DFSD as of Q4 2023.

  • PNC Financial Services Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2023 after selling out during the quarter.
  • PNC Financial Services Group sold 1,350 Dimensional Short-Duration Fixed Income ETF shares in Q4 2023, an estimated $62.6K.
  • PNC Financial Services Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and held it in 1 quarter.
  • PNC Financial Services Group's Dimensional Short-Duration Fixed Income ETF position peaked at $62.6K in Q3 2023.
  • 214 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2023.

Based on PNC Financial Services Group's 13F filing for Q4 2023, filed 9 Feb 2024.