ALWM
DFSD

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

Andrews Lucia 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 		$314K Buy
+6,580
New +$315K 0.16% 33

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 $7.08B AUM 17.38% 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 22.96% 1-Year Est. Return

Andrews Lucia Wealth Management's DFSD Position: Q2 2026 in Review

Andrews Lucia Wealth Management opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 6,580 shares worth $314K. The stake represents 0.16% of the portfolio and ranks #33 among its holdings.

450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Andrews Lucia Wealth Management held 6,580 shares of Dimensional Short-Duration Fixed Income ETF worth $314K as of Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF was a new Andrews Lucia Wealth Management position in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.16% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #33 holding.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.