APFP
DFSD

Action Point Financial Planning’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Action Point Financial Planning’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 		$4.53M Buy
94,969
+85,625
+916% +$4.1M 0.46% 52
2026
Q1 		$447K Buy
+9,344
New +$450K 0.4% 42

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

Action Point Financial Planning's DFSD Position: Q2 2026 in Review

Action Point Financial Planning increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 916% in Q2 2026, buying an estimated $4.1M and bringing the position to 94,969 shares worth $4.53M. The position accounts for 0.46% of the portfolio, ranked #52.

Action Point Financial Planning first reported a position in DFSD in Q1 2026 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Action Point Financial Planning held 94,969 shares of Dimensional Short-Duration Fixed Income ETF worth $4.53M as of Q2 2026.
  • Action Point Financial Planning bought 85,625 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $4.1M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.46% of Action Point Financial Planning's portfolio in Q2 2026, its #52 holding.
  • Action Point Financial Planning first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.