SS
DFSD

Simplicity Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Simplicity Solutions’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 		$268K Buy
+5,701
New +$266K 0.01% 873

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 $703M AUM 16.2% 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

Simplicity Solutions's DFSD Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2023: 5,701 shares worth $268K. The stake represents 0.01% of the portfolio and ranks #873 among its holdings.

214 funds tracked by Wall St. Rank hold DFSD as of Q4 2023.

  • Simplicity Solutions held 5,701 shares of Dimensional Short-Duration Fixed Income ETF worth $268K as of Q4 2023.
  • Dimensional Short-Duration Fixed Income ETF was a new Simplicity Solutions position in Q4 2023.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #873 holding.
  • 214 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.