AWM
DFSD

AE Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

AE Wealth 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 		$417K Buy
8,708
+719
+9% +$34.6K ﹤0.01% 1202
2025
Q4 		$383K Buy
7,989
+2,717
+52% +$131K ﹤0.01% 1195
2025
Q3 		$254K Buy
5,272
+1,513
+40% +$72.8K ﹤0.01% 1266
2025
Q2 		$180K Hold
3,759
– – ﹤0.01% 1335
2025
Q1 		$179K Sell
3,759
-94
-2% -$4.44K ﹤0.01% 1306
2024
Q4 		$181K Sell
3,853
-342
-8% -$16.2K ﹤0.01% 1299
2024
Q3 		$200K Buy
+4,195
New +$199K ﹤0.01% 1186
2024
Q2 		– Sell
-5,000
Closed -$235K – 1247
2024
Q1 		$235K Sell
5,000
-171,027
-97% -$8.04M ﹤0.01% 1042
2023
Q4 		$8.27M Buy
176,027
+104,941
+148% +$4.89M 0.04% 450
2023
Q3 		$3.3M Buy
71,086
+3,585
+5% +$167K 0.02% 675
2023
Q2 		$3.13M Buy
67,501
+24,455
+57% +$1.14M 0.02% 696
2023
Q1 		$2.01M Sell
43,046
-1,213
-3% -$56.3K 0.01% 797
2022
Q4 		$2.04M Sell
44,259
-1,735
-4% -$79.7K 0.01% 738
2022
Q3 		$2.12M Sell
45,994
-541
-1% -$25.3K 0.02% 683
2022
Q2 		$2.18M Buy
+46,535
New +$2.2M 0.02% 639

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

AE Wealth Management's DFSD Position: Q1 2026 in Review

AE Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 9% in Q1 2026, buying an estimated $34.6K and bringing the position to 8,708 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

AE Wealth Management first reported a position in DFSD in Q2 2022 and has held it in 15 quarters since. The position peaked at $8.27M in Q4 2023. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • AE Wealth Management held 8,708 shares of Dimensional Short-Duration Fixed Income ETF worth $417K as of Q1 2026.
  • AE Wealth Management bought 719 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $34.6K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1202 holding.
  • AE Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 15 quarters since.
  • AE Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $8.27M in Q4 2023.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.