SB
DFSD

Strategic Blueprint’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Strategic Blueprint’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 		– Sell
-6,681
Closed -$310K – 538
2023
Q2 		$310K Buy
+6,681
New +$311K 0.03% 417

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

Strategic Blueprint's DFSD Position: Q3 2023 in Review

Strategic Blueprint sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2023, closing a stake of 6,681 shares — an estimated $310K sold.

Strategic Blueprint first reported a position in DFSD in Q2 2023 and held it in 1 quarter. The position peaked at $310K in Q2 2023. 181 funds tracked by Wall St. Rank hold DFSD as of Q3 2023.

  • Strategic Blueprint reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
  • Strategic Blueprint sold 6,681 Dimensional Short-Duration Fixed Income ETF shares in Q3 2023, an estimated $310K.
  • Strategic Blueprint first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and held it in 1 quarter.
  • Strategic Blueprint's Dimensional Short-Duration Fixed Income ETF position peaked at $310K in Q2 2023.
  • 181 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2023.

Based on Strategic Blueprint's 13F filing for Q3 2023, filed 18 Oct 2023.