Acorn Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Acorn Wealth Advisors’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	$3.22M	Buy	67,150 +2,000	+3%	+$96.2K	0.94%	26
2025 Q4	$3.12M	Sell	65,150 -7,662	-11%	-$369K	0.93%	28
2025 Q3	$3.51M	Sell	72,812 -20	-0%	-$963	1.1%	21
2025 Q2	$3.5M	Sell	72,832 -1,470	-2%	-$70K	1.3%	19
2025 Q1	$3.53M	Buy	74,302 +17,840	+32%	+$842K	1.47%	15
2024 Q4	$2.65M	Sell	56,462 -5,157	-8%	-$244K	1.09%	22
2024 Q3	$2.94M	Sell	61,619 -2,444	-4%	-$116K	1.26%	17
2024 Q2	$3.01M	Sell	64,063 -2,530	-4%	-$119K	1.49%	14
2024 Q1	$3.13M	Buy	66,593 +8,668	+15%	+$407K	1.64%	11
2023 Q4	$2.72M	Buy	57,925 +5,698	+11%	+$265K	1.61%	12
2023 Q3	$2.42M	Buy	52,227 +4,350	+9%	+$202K	1.61%	13
2023 Q2	$2.22M	Buy	47,877 +7,044	+17%	+$328K	1.51%	16
2023 Q1	$1.91M	Sell	40,833 -1,207	-3%	-$56.1K	1.41%	16
2022 Q4	$1.94M	Sell	42,040 -1,045	-2%	-$48K	1.49%	17
2022 Q3	$1.98M	Buy	+43,085	New	+$2.02M	1.62%	15

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Acorn Wealth Advisors's DFSD Position: Q1 2026 in Review

Acorn Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.1% in Q1 2026, buying an estimated $96.2K and bringing the position to 67,150 shares worth $3.22M. The position accounts for 0.94% of the portfolio, ranked #26.

Acorn Wealth Advisors first reported a position in DFSD in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.53M in Q1 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

Acorn Wealth Advisors held 67,150 shares of Dimensional Short-Duration Fixed Income ETF worth $3.22M as of Q1 2026.
Acorn Wealth Advisors bought 2,000 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $96.2K.
Dimensional Short-Duration Fixed Income ETF made up 0.94% of Acorn Wealth Advisors's portfolio in Q1 2026, its #26 holding.
Acorn Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 15 quarters since.
Acorn Wealth Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $3.53M in Q1 2025.
427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.