Allegiance Financial Group Advisory Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Allegiance Financial Group Advisory Services’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	$27.7M	Buy	581,099 +69,200	+14%	+$3.31M	4.8%	7
2026 Q1	$24.5M	Buy	511,899 +49,001	+11%	+$2.36M	4.88%	7
2025 Q4	$22.2M	Buy	462,898 +31,073	+7%	+$1.5M	4.67%	7
2025 Q3	$20.8M	Buy	431,825 +57,602	+15%	+$2.77M	4.79%	7
2025 Q2	$18M	Buy	374,223 +22,530	+6%	+$1.07M	4.76%	8
2025 Q1	$16.7M	Buy	351,693 +38,879	+12%	+$1.84M	5.08%	6
2024 Q4	$14.7M	Buy	312,814 +33,837	+12%	+$1.6M	4.75%	8
2024 Q3	$13.3M	Buy	278,977 +20,186	+8%	+$958K	4.63%	8
2024 Q2	$12.2M	Buy	258,791 +42,845	+20%	+$2.01M	4.66%	8
2024 Q1	$10.2M	Buy	215,946 +36,906	+21%	+$1.73M	4.16%	8
2023 Q4	$8.42M	Buy	179,040 +18,479	+12%	+$861K	3.96%	9
2023 Q3	$7.45M	Buy	160,561 +26,454	+20%	+$1.23M	4.19%	8
2023 Q2	$6.22M	Buy	134,107 +47,894	+56%	+$2.23M	3.65%	10
2023 Q1	$4.02M	Buy	86,213 +45,611	+112%	+$2.12M	2.97%	11
2022 Q4	$1.87M	Buy	+40,602	New	+$1.86M	1.8%	19

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

Allegiance Financial Group Advisory Services's DFSD Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 14% in Q2 2026, buying an estimated $3.31M and bringing the position to 581,099 shares worth $27.7M. The position accounts for 4.8% of the portfolio, ranked #7.

Allegiance Financial Group Advisory Services first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Allegiance Financial Group Advisory Services held 581,099 shares of Dimensional Short-Duration Fixed Income ETF worth $27.7M as of Q2 2026.
Allegiance Financial Group Advisory Services bought 69,200 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $3.31M.
Dimensional Short-Duration Fixed Income ETF made up 4.8% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #7 holding.
Allegiance Financial Group Advisory Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.