WTC
DFSD

WhitTier Trust Company’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

WhitTier Trust Company’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
2025
Q1 		– Sell
-220
Closed -$10.3K – 1428
2024
Q4 		$10.3K Hold
220
– – ﹤0.01% 1061
2024
Q3 		$10.5K Buy
+220
New +$10.4K ﹤0.01% 1040

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SC
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OIA
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AC
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BHWM
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PCI
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DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WhitTier Trust Company's DFSD Position: Q1 2025 in Review

WhitTier Trust Company sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2025, closing a stake of 220 shares — an estimated $10.3K sold.

WhitTier Trust Company first reported a position in DFSD in Q3 2024 and held it in 2 quarters. The position peaked at $10.5K in Q3 2024. 339 funds tracked by Wall St. Rank hold DFSD as of Q1 2025.

  • WhitTier Trust Company reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 220 Dimensional Short-Duration Fixed Income ETF shares in Q1 2025, an estimated $10.3K.
  • WhitTier Trust Company first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and held it in 2 quarters.
  • WhitTier Trust Company's Dimensional Short-Duration Fixed Income ETF position peaked at $10.5K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2025.

Based on WhitTier Trust Company's 13F filing for Q1 2025, filed 2 May 2025.