WP
DFSD

WealthShield Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

WealthShield Partners’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
-2,423
Closed -$114K – 489
2023
Q4 		$114K Hold
2,423
– – 0.02% 314
2023
Q3 		$112K Hold
2,423
– – 0.02% 332
2023
Q2 		$112K Hold
2,423
– – 0.02% 329
2023
Q1 		$113K Buy
+2,423
New +$113K 0.02% 327

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

WealthShield Partners's DFSD Position: Q1 2024 in Review

WealthShield Partners sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2024, closing a stake of 2,423 shares — an estimated $114K sold.

WealthShield Partners first reported a position in DFSD in Q1 2023 and held it in 4 quarters. The position peaked at $114K in Q4 2023. 218 funds tracked by Wall St. Rank hold DFSD as of Q1 2024.

  • WealthShield Partners reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • WealthShield Partners sold 2,423 Dimensional Short-Duration Fixed Income ETF shares in Q1 2024, an estimated $114K.
  • WealthShield Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and held it in 4 quarters.
  • WealthShield Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $114K in Q4 2023.
  • 218 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.