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
Q2 		$800K Buy
16,748
+274
+2% +$13.1K 0.06% 318
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 $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 $7.88B AUM 10.78% 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 22.9% 1-Year Est. Return

Advyzon Investment Management's DFSD Position: Q2 2026 in Review

Advyzon Investment Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.7% in Q2 2026, buying an estimated $13.1K and bringing the position to 16,748 shares worth $800K. The position accounts for 0.06% of the portfolio, ranked #318.

Advyzon Investment Management first reported a position in DFSD in Q2 2025 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Advyzon Investment Management held 16,748 shares of Dimensional Short-Duration Fixed Income ETF worth $800K as of Q2 2026.
  • Advyzon Investment Management bought 274 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $13.1K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #318 holding.
  • Advyzon Investment Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.