ACA
DFSD

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

Aptus Capital 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 		$124K Buy
2,589
+130
+5% +$6.22K ﹤0.01% 1217
2026
Q1 		$118K Buy
2,459
+159
+7% +$7.65K ﹤0.01% 1114
2025
Q4 		$110K Buy
2,300
+34
+2% +$1.64K ﹤0.01% 1154
2025
Q3 		$109K Buy
2,266
+201
+10% +$9.67K ﹤0.01% 1100
2025
Q2 		$99.1K Buy
2,065
+34
+2% +$1.62K ﹤0.01% 1075
2025
Q1 		$96.5K Sell
2,031
-43
-2% -$2.03K ﹤0.01% 1016
2024
Q4 		$97.2K Buy
2,074
+42
+2% +$1.99K ﹤0.01% 1014
2024
Q3 		$97K Buy
+2,032
New +$96.4K ﹤0.01% 855

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

Aptus Capital Advisors's DFSD Position: Q2 2026 in Review

Aptus Capital Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.3% in Q2 2026, buying an estimated $6.22K and bringing the position to 2,589 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Aptus Capital Advisors first reported a position in DFSD in Q3 2024 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Aptus Capital Advisors held 2,589 shares of Dimensional Short-Duration Fixed Income ETF worth $124K as of Q2 2026.
  • Aptus Capital Advisors bought 130 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $6.22K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1217 holding.
  • Aptus Capital Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.