SFG
DFSD

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

Steward Financial 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
Q3 		$2.06M Buy
+44,536
New +$2.07M 0.66% 15

Other funds holding DFSD

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
TFA
Triad Financial Advisors Greensboro, North Carolina $284M AUM 14.95% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Steward Financial Group's DFSD Position: Q3 2023 in Review

Steward Financial Group opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2023: 44,536 shares worth $2.06M. The stake represents 0.66% of the portfolio and ranks #15 among its holdings.

181 funds tracked by Wall St. Rank hold DFSD as of Q3 2023.

  • Steward Financial Group held 44,536 shares of Dimensional Short-Duration Fixed Income ETF worth $2.06M as of Q3 2023.
  • Dimensional Short-Duration Fixed Income ETF was a new Steward Financial Group position in Q3 2023.
  • Dimensional Short-Duration Fixed Income ETF made up 0.66% of Steward Financial Group's portfolio in Q3 2023, its #15 holding.
  • 181 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.