SCM
DFSD

Southport Capital Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Southport Capital Management’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
2022
Q1 		– Sell
-11,852
Closed -$593K – 242
2021
Q4 		$593K Buy
+11,852
New +$593K 0.1% 182

Other funds holding DFSD

PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
TFA
Triad Financial Advisors Greensboro, North Carolina $284M AUM 14.95% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Southport Capital Management's DFSD Position: Q1 2022 in Review

Southport Capital Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2022, closing a stake of 11,852 shares — an estimated $593K sold.

Southport Capital Management first reported a position in DFSD in Q4 2021 and held it in 1 quarter. The position peaked at $593K in Q4 2021. 33 funds tracked by Wall St. Rank hold DFSD as of Q1 2022.

  • Southport Capital Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2022 after selling out during the quarter.
  • Southport Capital Management sold 11,852 Dimensional Short-Duration Fixed Income ETF shares in Q1 2022, an estimated $593K.
  • Southport Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and held it in 1 quarter.
  • Southport Capital Management's Dimensional Short-Duration Fixed Income ETF position peaked at $593K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2022.

Based on Southport Capital Management's 13F filing for Q1 2022, filed 25 Apr 2022.