VAG
DFSD

VisionPoint Advisory Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

VisionPoint Advisory 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
2024
Q3 		– Sell
-646
Closed -$30.4K – 370
2024
Q2 		$30.4K Hold
646
– – 0.01% 341
2024
Q1 		$30.4K Buy
+646
New +$30.4K 0.01% 340

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

VisionPoint Advisory Group's DFSD Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2024, closing a stake of 646 shares — an estimated $30.4K sold.

VisionPoint Advisory Group first reported a position in DFSD in Q1 2024 and held it in 2 quarters. The position peaked at $30.4K in Q1 2024. 249 funds tracked by Wall St. Rank hold DFSD as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 646 Dimensional Short-Duration Fixed Income ETF shares in Q3 2024, an estimated $30.4K.
  • VisionPoint Advisory Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's Dimensional Short-Duration Fixed Income ETF position peaked at $30.4K in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.