VFIC
DFSD

Valley Forge Investment Consultants’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Valley Forge Investment Consultants’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
2024
Q1 		– Sell
-27,984
Closed -$1.32M – 86
2023
Q4 		$1.32M Hold
27,984
– – 0.59% 19
2023
Q3 		$1.3M Buy
+27,984
New +$1.3M 0.59% 22

Other funds holding DFSD

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Valley Forge Investment Consultants's DFSD Position: Q1 2024 in Review

Valley Forge Investment Consultants sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2024, closing a stake of 27,984 shares — an estimated $1.32M sold.

Valley Forge Investment Consultants first reported a position in DFSD in Q3 2023 and held it in 2 quarters. The position peaked at $1.32M in Q4 2023. 218 funds tracked by Wall St. Rank hold DFSD as of Q1 2024.

  • Valley Forge Investment Consultants reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 27,984 Dimensional Short-Duration Fixed Income ETF shares in Q1 2024, an estimated $1.32M.
  • Valley Forge Investment Consultants first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and held it in 2 quarters.
  • Valley Forge Investment Consultants's Dimensional Short-Duration Fixed Income ETF position peaked at $1.32M in Q4 2023.
  • 218 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2024.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2024, filed 30 Apr 2024.