RJFSA
DFSD

Raymond James Financial Services Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$1.04M Buy
21,772
+931
+4% +$44.2K ﹤0.01% 2139
2024
Q2 		$980K Buy
20,841
+3,732
+22% +$175K ﹤0.01% 2099
2024
Q1 		$805K Buy
17,109
+6,131
+56% +$288K ﹤0.01% 2193
2023
Q4 		$516K Buy
+10,978
New +$511K ﹤0.01% 2390
2022
Q4 		– Sell
-143,999
Closed -$6.62M – 3297
2022
Q3 		$6.62M Buy
+143,999
New +$6.74M 0.01% 792

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Raymond James Financial Services Advisors's DFSD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.5% in Q3 2024, buying an estimated $44.2K and bringing the position to 21,772 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Raymond James Financial Services Advisors first reported a position in DFSD in Q3 2022 and has held it in 5 quarters since. The position peaked at $6.62M in Q3 2022. 249 funds tracked by Wall St. Rank hold DFSD as of Q3 2024.

  • Raymond James Financial Services Advisors held 21,772 shares of Dimensional Short-Duration Fixed Income ETF worth $1.04M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 931 Dimensional Short-Duration Fixed Income ETF shares in Q3 2024, an estimated $44.2K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2139 holding.
  • Raymond James Financial Services Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 5 quarters since.
  • Raymond James Financial Services Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $6.62M in Q3 2022.
  • 249 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.