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 Q2	$577K	Buy	12,092 +3,384	+39%	+$162K	﹤0.01%	1152
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 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

AE Wealth Management's DFSD Position: Q2 2026 in Review

AE Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 39% in Q2 2026, buying an estimated $162K and bringing the position to 12,092 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

AE Wealth Management first reported a position in DFSD in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.27M in Q4 2023. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

AE Wealth Management held 12,092 shares of Dimensional Short-Duration Fixed Income ETF worth $577K as of Q2 2026.
AE Wealth Management bought 3,384 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $162K.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1152 holding.
AE Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 16 quarters since.
AE Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $8.27M in Q4 2023.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.