WFAG
DFSD

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

Wescott Financial 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
2023
Q1 		– Sell
-4,366
Closed -$201K – 160
2022
Q4 		$201K Buy
+4,366
New +$201K 0.04% 147

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CA
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Wescott Financial Advisory Group's DFSD Position: Q1 2023 in Review

Wescott Financial Advisory Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2023, closing a stake of 4,366 shares — an estimated $201K sold.

Wescott Financial Advisory Group first reported a position in DFSD in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 153 funds tracked by Wall St. Rank hold DFSD as of Q1 2023.

  • Wescott Financial Advisory Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 4,366 Dimensional Short-Duration Fixed Income ETF shares in Q1 2023, an estimated $201K.
  • Wescott Financial Advisory Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Dimensional Short-Duration Fixed Income ETF position peaked at $201K in Q4 2022.
  • 153 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2023.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2023, filed 10 May 2023.