AF
DFSD

Advisornet Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Advisornet Financial’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 		$249K Buy
5,224
+607
+13% +$29.1K 0.01% 585
2026
Q1 		$221K Buy
4,617
+317
+7% +$15.3K 0.01% 579
2025
Q4 		$206K Buy
4,300
+1,512
+54% +$72.9K 0.01% 600
2025
Q3 		$134K Buy
2,788
+247
+10% +$11.9K 0.01% 701
2025
Q2 		$122K Buy
2,541
+145
+6% +$6.91K 0.01% 706
2025
Q1 		$114K Buy
2,396
+686
+40% +$32.4K 0.01% 689
2024
Q4 		$80.2K Buy
1,710
+409
+31% +$19.4K 0.01% 742
2024
Q3 		$62.1K Buy
1,301
+228
+21% +$10.8K ﹤0.01% 837
2024
Q2 		$50.5K Buy
1,073
+68
+7% +$3.19K ﹤0.01% 814
2024
Q1 		$47.3K Sell
1,005
-1,211
-55% -$56.9K ﹤0.01% 826
2023
Q4 		$104K Buy
2,216
+933
+73% +$43.5K 0.01% 631
2023
Q3 		$59.5K Buy
1,283
+353
+38% +$16.4K 0.01% 738
2023
Q2 		$43.1K Sell
930
-276
-23% -$12.9K ﹤0.01% 857
2023
Q1 		$56.3K Sell
1,206
-1,242
-51% -$57.7K 0.01% 766
2022
Q4 		$113K Sell
2,448
-265
-10% -$12.2K 0.01% 593
2022
Q3 		$125K Buy
+2,713
New +$127K 0.01% 607
2022
Q2 		– Sell
-259,090
Closed -$12.4M – 1926
2022
Q1 		$12.4M Buy
259,090
+170,645
+193% +$8.35M 0.78% 26
2021
Q4 		$4.42M Buy
+88,445
New +$4.42M 0.27% 90

Other funds holding DFSD

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Advisornet Financial's DFSD Position: Q2 2026 in Review

Advisornet Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 13% in Q2 2026, buying an estimated $29.1K and bringing the position to 5,224 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #585.

Advisornet Financial first reported a position in DFSD in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.4M in Q1 2022. 301 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Advisornet Financial held 5,224 shares of Dimensional Short-Duration Fixed Income ETF worth $249K as of Q2 2026.
  • Advisornet Financial bought 607 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $29.1K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #585 holding.
  • Advisornet Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 18 quarters since.
  • Advisornet Financial's Dimensional Short-Duration Fixed Income ETF position peaked at $12.4M in Q1 2022.
  • 301 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.