4WM
DFSD

49 Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

49 Wealth Management’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 		– Sell
-83,571
Closed -$4M – 216
2026
Q1 		$4M Buy
83,571
+5,115
+7% +$246K 0.3% 30
2025
Q4 		$3.76M Buy
+78,456
New +$3.78M 0.31% 34

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

49 Wealth Management's DFSD Position: Q2 2026 in Review

49 Wealth Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026, closing a stake of 83,571 shares — an estimated $4M sold.

49 Wealth Management first reported a position in DFSD in Q4 2025 and held it in 2 quarters. The position peaked at $4M in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • 49 Wealth Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 83,571 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $4M.
  • 49 Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and held it in 2 quarters.
  • 49 Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $4M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.