AHL
DFSD

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

Abel Hall 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 		$295K Sell
6,169
-72
-1% -$3.45K 0.05% 487
2026
Q1 		$299K Buy
6,241
+28
+0.5% +$1.35K 0.06% 413
2025
Q4 		$298K Buy
6,213
+47
+0.8% +$2.27K 0.07% 339
2025
Q3 		$297K Buy
6,166
+21
+0.3% +$1.01K 0.12% 181
2025
Q2 		$295K Sell
6,145
-400
-6% -$19K 0.14% 165
2025
Q1 		$311K Buy
6,545
+2,207
+51% +$104K 0.19% 97
2024
Q4 		$203K Sell
4,338
-616
-12% -$29.1K 0.13% 134
2024
Q3 		$237K Buy
4,954
+27
+0.5% +$1.28K 0.15% 115
2024
Q2 		$232K Sell
4,927
-2,097
-30% -$98.4K 0.16% 106
2024
Q1 		$330K Sell
7,024
-802
-10% -$37.7K 0.25% 67
2023
Q4 		$368K Buy
+7,826
New +$365K 0.31% 55

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

Abel Hall LLC's DFSD Position: Q2 2026 in Review

Abel Hall LLC reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.2% in Q2 2026, selling an estimated $3.45K and leaving 6,169 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #487.

Abel Hall LLC first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. The position peaked at $368K in Q4 2023. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Abel Hall LLC held 6,169 shares of Dimensional Short-Duration Fixed Income ETF worth $295K as of Q2 2026.
  • Abel Hall LLC sold 72 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $3.45K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.05% of Abel Hall LLC's portfolio in Q2 2026, its #487 holding.
  • Abel Hall LLC first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Abel Hall LLC's Dimensional Short-Duration Fixed Income ETF position peaked at $368K in Q4 2023.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.