AFG
DFSD

Altiora Financial Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Altiora Financial Group’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 		$44.2M Sell
922,515
-51,952
-5% -$2.5M 7.28% 3
2025
Q4 		$46.7M Buy
974,467
+15,365
+2% +$740K 8.05% 3
2025
Q3 		$46.2M Buy
959,102
+2,284
+0.2% +$110K 8.45% 2
2025
Q2 		$45.9M Buy
956,818
+29,400
+3% +$1.4M 8.98% 2
2025
Q1 		$44.1M Buy
927,418
+147,997
+19% +$6.99M 9.37% 2
2024
Q4 		$36.5M Buy
779,421
+45,715
+6% +$2.16M 7.95% 3
2024
Q3 		$35M Buy
733,706
+201,611
+38% +$9.57M 7.74% 3
2024
Q2 		$25M Buy
+532,095
New +$25M 6% 4

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 $2.57B AUM 21.7% 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 $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Altiora Financial Group's DFSD Position: Q1 2026 in Review

Altiora Financial Group reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.3% in Q1 2026, selling an estimated $2.5M and leaving 922,515 shares worth $44.2M. The position accounts for 7.28% of the portfolio, ranked #3.

Altiora Financial Group first reported a position in DFSD in Q2 2024 and has held it in 8 quarters since. The position peaked at $46.7M in Q4 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Altiora Financial Group held 922,515 shares of Dimensional Short-Duration Fixed Income ETF worth $44.2M as of Q1 2026.
  • Altiora Financial Group sold 51,952 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $2.5M.
  • Dimensional Short-Duration Fixed Income ETF made up 7.28% of Altiora Financial Group's portfolio in Q1 2026, its #3 holding.
  • Altiora Financial Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
  • Altiora Financial Group's Dimensional Short-Duration Fixed Income ETF position peaked at $46.7M in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.