AIM
DFSD

Advyzon Investment Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Advyzon Investment Management’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 		$789K Buy
16,474
+3,321
+25% +$160K 0.07% 276
2025
Q4 		$631K Buy
13,153
+3,498
+36% +$169K 0.07% 261
2025
Q3 		$465K Buy
9,655
+4,443
+85% +$214K 0.08% 233
2025
Q2 		$250K Buy
+5,212
New +$248K 0.06% 314

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
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
SC
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Advyzon Investment Management's DFSD Position: Q1 2026 in Review

Advyzon Investment Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 25% in Q1 2026, buying an estimated $160K and bringing the position to 16,474 shares worth $789K. The position accounts for 0.07% of the portfolio, ranked #276.

Advyzon Investment Management first reported a position in DFSD in Q2 2025 and has held it in 4 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Advyzon Investment Management held 16,474 shares of Dimensional Short-Duration Fixed Income ETF worth $789K as of Q1 2026.
  • Advyzon Investment Management bought 3,321 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $160K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.07% of Advyzon Investment Management's portfolio in Q1 2026, its #276 holding.
  • Advyzon Investment Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.