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
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 $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

25 LLC's DFSD Position: Q1 2026 in Review

25 LLC increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.5% in Q1 2026, buying an estimated $15.4K and bringing the position to 4,607 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #64.

25 LLC first reported a position in DFSD in Q1 2023 and has held it in 4 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • 25 LLC held 4,607 shares of Dimensional Short-Duration Fixed Income ETF worth $221K as of Q1 2026.
  • 25 LLC bought 320 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $15.4K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.07% of 25 LLC's portfolio in Q1 2026, its #64 holding.
  • 25 LLC first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 4 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on 25 LLC's 13F filing for Q1 2026, filed 20 Apr 2026.