WP
DFSD

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

WealthSource 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
2023
Q4 		$2.1M Buy
44,722
+4,981
+13% +$232K 0.14% 121
2023
Q3 		$1.84M Sell
39,741
-1,672
-4% -$77.7K 0.13% 130
2023
Q2 		$1.92M Buy
41,413
+3,227
+8% +$150K 0.13% 126
2023
Q1 		$1.78M Buy
38,186
+835
+2% +$38.8K 0.12% 136
2022
Q4 		$1.72M Buy
+37,351
New +$1.72M 0.12% 133

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 $11.8B AUM 21.23% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

WealthSource Partners's DFSD Position: Q4 2023 in Review

WealthSource Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 13% in Q4 2023, buying an estimated $232K and bringing the position to 44,722 shares worth $2.1M. The position accounts for 0.14% of the portfolio, ranked #121.

WealthSource Partners first reported a position in DFSD in Q4 2022 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold DFSD as of Q4 2023.

  • WealthSource Partners held 44,722 shares of Dimensional Short-Duration Fixed Income ETF worth $2.1M as of Q4 2023.
  • WealthSource Partners bought 4,981 Dimensional Short-Duration Fixed Income ETF shares in Q4 2023, an estimated $232K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.14% of WealthSource Partners's portfolio in Q4 2023, its #121 holding.
  • WealthSource Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 5 quarters since.
  • 214 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.