TFA
DFSD

Triad Financial Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Triad Financial 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
Q3 		$28.6M Buy
616,393
+124,839
+25% +$5.8M 10.07% 3
2023
Q2 		$22.8M Sell
491,554
-10,764
-2% -$501K 9.35% 3
2023
Q1 		$23.4M Buy
502,318
+17,266
+4% +$802K 10.2% 3
2022
Q4 		$22.4M Sell
485,052
-89,486
-16% -$4.11M 9.97% 3
2022
Q3 		$26.4M Buy
574,538
+2,996
+0.5% +$140K 14.37% 3
2022
Q2 		$26.8M Buy
571,542
+130,322
+30% +$6.16M 14.84% 2
2022
Q1 		$21.1M Buy
441,220
+299,567
+211% +$14.6M 11.3% 2
2021
Q4 		$7.08M Buy
+141,653
New +$7.08M 4.2% 4

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
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Triad Financial Advisors's DFSD Position: Q3 2023 in Review

Triad Financial Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 25% in Q3 2023, buying an estimated $5.8M and bringing the position to 616,393 shares worth $28.6M. The position accounts for 10.07% of the portfolio, ranked #3.

Triad Financial Advisors first reported a position in DFSD in Q4 2021 and has held it in 8 quarters since. 181 funds tracked by Wall St. Rank hold DFSD as of Q3 2023.

  • Triad Financial Advisors held 616,393 shares of Dimensional Short-Duration Fixed Income ETF worth $28.6M as of Q3 2023.
  • Triad Financial Advisors bought 124,839 Dimensional Short-Duration Fixed Income ETF shares in Q3 2023, an estimated $5.8M.
  • Dimensional Short-Duration Fixed Income ETF made up 10.07% of Triad Financial Advisors's portfolio in Q3 2023, its #3 holding.
  • Triad Financial Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 8 quarters since.
  • 181 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.