ARA
DFSD

Approach Retirement Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Approach Retirement Advisors’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 		$7.22M Buy
151,303
+14,897
+11% +$713K 5.25% 5
2026
Q1 		$6.53M Sell
136,406
-33
-0% -$1.59K 5.43% 4
2025
Q4 		$6.54M Buy
+136,439
New +$6.58M 5.64% 3

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM

Approach Retirement Advisors's DFSD Position: Q2 2026 in Review

Approach Retirement Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 11% in Q2 2026, buying an estimated $713K and bringing the position to 151,303 shares worth $7.22M. The position accounts for 5.25% of the portfolio, ranked #5.

Approach Retirement Advisors first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Approach Retirement Advisors held 151,303 shares of Dimensional Short-Duration Fixed Income ETF worth $7.22M as of Q2 2026.
  • Approach Retirement Advisors bought 14,897 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $713K.
  • Dimensional Short-Duration Fixed Income ETF made up 5.25% of Approach Retirement Advisors's portfolio in Q2 2026, its #5 holding.
  • Approach Retirement Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.