2L
DFSD

25 LLC’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

25 LLC’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
2026
Q2 		$269K Buy
5,632
+1,025
+22% +$49.1K 0.07% 65
2026
Q1 		$221K Buy
4,607
+320
+7% +$15.4K 0.07% 64
2025
Q4 		$206K Buy
+4,287
New +$207K 0.07% 69
2023
Q3 		– Sell
-1,720
Closed -$80.1K – 162
2023
Q2 		$80.1K Sell
1,720
-108
-6% -$5.03K 0.04% 67
2023
Q1 		$85.4K Buy
+1,828
New +$84.9K 0.05% 64

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

25 LLC's DFSD Position: Q2 2026 in Review

25 LLC increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 22% in Q2 2026, buying an estimated $49.1K and bringing the position to 5,632 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #65.

25 LLC first reported a position in DFSD in Q1 2023 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • 25 LLC held 5,632 shares of Dimensional Short-Duration Fixed Income ETF worth $269K as of Q2 2026.
  • 25 LLC bought 1,025 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $49.1K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.07% of 25 LLC's portfolio in Q2 2026, its #65 holding.
  • 25 LLC first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 5 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on 25 LLC's 13F filing for Q2 2026, filed 28 Jul 2026.