TWA
DFSD

Trellis Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Trellis Wealth Advisors’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
Q1 		– Sell
-5,745
Closed -$265K – 32
2022
Q4 		$265K Buy
+5,745
New +$264K 0.23% 23

Other funds holding DFSD

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BC
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TFA
Triad Financial Advisors Greensboro, North Carolina $284M AUM 14.95% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Trellis Wealth Advisors's DFSD Position: Q1 2023 in Review

Trellis Wealth Advisors sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2023, closing a stake of 5,745 shares — an estimated $265K sold.

Trellis Wealth Advisors first reported a position in DFSD in Q4 2022 and held it in 1 quarter. The position peaked at $265K in Q4 2022. 153 funds tracked by Wall St. Rank hold DFSD as of Q1 2023.

  • Trellis Wealth Advisors reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
  • Trellis Wealth Advisors sold 5,745 Dimensional Short-Duration Fixed Income ETF shares in Q1 2023, an estimated $265K.
  • Trellis Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and held it in 1 quarter.
  • Trellis Wealth Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $265K in Q4 2022.
  • 153 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2023.

Based on Trellis Wealth Advisors's 13F filing for Q1 2023, filed 10 Aug 2023.