RRC
DFSD

Relaxing Retirement Coach’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Relaxing Retirement Coach’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 		$211K Buy
+4,545
New +$212K 0.06% 71

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

Relaxing Retirement Coach's DFSD Position: Q2 2023 in Review

Relaxing Retirement Coach opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2023: 4,545 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #71 among its holdings.

168 funds tracked by Wall St. Rank hold DFSD as of Q2 2023.

  • Relaxing Retirement Coach held 4,545 shares of Dimensional Short-Duration Fixed Income ETF worth $211K as of Q2 2023.
  • Dimensional Short-Duration Fixed Income ETF was a new Relaxing Retirement Coach position in Q2 2023.
  • Dimensional Short-Duration Fixed Income ETF made up 0.06% of Relaxing Retirement Coach's portfolio in Q2 2023, its #71 holding.
  • 168 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.