Advisory Services Network’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Advisory Services Network’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	-814	Closed	-$39K	–	2774
2026 Q1	$39K	Buy	+814	New	+$39.2K	﹤0.01%	2771
2025 Q4	–	Sell	-1,231	Closed	-$59.3K	–	2411
2025 Q3	$59.3K	Buy	+1,231	New	+$59.2K	﹤0.01%	2360

Other funds holding DFSD

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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Services Network's DFSD Position: Q2 2026 in Review

Advisory Services Network sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026, closing a stake of 814 shares — an estimated $39K sold.

Advisory Services Network first reported a position in DFSD in Q3 2025 and held it in 2 quarters. The position peaked at $59.3K in Q3 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Advisory Services Network reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 814 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $39K.
Advisory Services Network first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and held it in 2 quarters.
Advisory Services Network's Dimensional Short-Duration Fixed Income ETF position peaked at $59.3K in Q3 2025.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.