AAP
DFSD

Arax Advisory Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Arax Advisory Partners’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 		$240K Buy
5,017
+62
+1% +$2.98K 0.01% 986
2025
Q4 		$238K Buy
+4,955
New +$239K 0.01% 958
2025
Q3 		– Sell
-4,955
Closed -$238K – 3744
2025
Q2 		$238K Sell
4,955
-709
-13% -$33.8K 0.01% 595
2025
Q1 		$269K Sell
5,664
-3,487
-38% -$165K 0.02% 455
2024
Q4 		$429K Buy
+9,151
New +$433K 0.03% 329

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 $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 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

Arax Advisory Partners's DFSD Position: Q1 2026 in Review

Arax Advisory Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.3% in Q1 2026, buying an estimated $2.98K and bringing the position to 5,017 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #986.

Arax Advisory Partners first reported a position in DFSD in Q4 2024 and has held it in 5 quarters since. The position peaked at $429K in Q4 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Arax Advisory Partners held 5,017 shares of Dimensional Short-Duration Fixed Income ETF worth $240K as of Q1 2026.
  • Arax Advisory Partners bought 62 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $2.98K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #986 holding.
  • Arax Advisory Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 5 quarters since.
  • Arax Advisory Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $429K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.