AC
DFSD

Apella Capital’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Apella Capital’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 		$259M Buy
5,420,887
+174,560
+3% +$8.36M 3.65% 3
2026
Q1 		$253M Buy
5,246,327
+736,646
+16% +$35.4M 3.75% 3
2025
Q4 		$216M Buy
4,509,681
+506,782
+13% +$24.4M 4.27% 3
2025
Q3 		$194M Buy
4,002,899
+606,441
+18% +$29.2M 4.32% 2
2025
Q2 		$163M Buy
3,396,458
+702,057
+26% +$33.4M 4.41% 2
2025
Q1 		$128M Buy
2,694,401
+1,023,221
+61% +$48.3M 4.39% 3
2024
Q4 		$78.3M Buy
1,671,180
+609,036
+57% +$28.8M 3.01% 9
2024
Q3 		$50.8M Buy
1,062,144
+21,484
+2% +$1.02M 2.09% 13
2024
Q2 		$49.1M Buy
1,040,660
+235,742
+29% +$11.1M 2.2% 11
2024
Q1 		$37.9M Buy
804,918
+62,121
+8% +$2.92M 1.91% 14
2023
Q4 		$34.8M Buy
742,797
+648,535
+688% +$30.2M 1.94% 13
2023
Q3 		$4.37M Buy
94,262
+55,386
+142% +$2.57M 0.31% 58
2023
Q2 		$1.8M Buy
+38,876
New +$1.81M 0.13% 85

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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital's DFSD Position: Q2 2026 in Review

Apella Capital increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.3% in Q2 2026, buying an estimated $8.36M and bringing the position to 5,420,887 shares worth $259M. The position accounts for 3.65% of the portfolio, ranked #3.

Apella Capital first reported a position in DFSD in Q2 2023 and has held it in 13 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Apella Capital held 5,420,887 shares of Dimensional Short-Duration Fixed Income ETF worth $259M as of Q2 2026.
  • Apella Capital bought 174,560 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $8.36M.
  • Dimensional Short-Duration Fixed Income ETF made up 3.65% of Apella Capital's portfolio in Q2 2026, its #3 holding.
  • Apella Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.