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 Q2	$253K	Buy	5,301 +284	+6%	+$13.6K	﹤0.01%	2082
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 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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Arax Advisory Partners's DFSD Position: Q2 2026 in Review

Arax Advisory Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.7% in Q2 2026, buying an estimated $13.6K and bringing the position to 5,301 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Arax Advisory Partners first reported a position in DFSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $429K in Q4 2024. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Arax Advisory Partners held 5,301 shares of Dimensional Short-Duration Fixed Income ETF worth $253K as of Q2 2026.
Arax Advisory Partners bought 284 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $13.6K.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2082 holding.
Arax Advisory Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
Arax Advisory Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $429K in Q4 2024.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.