AWMNH
DFSD

Arcadia Wealth Management (New Hampshire)’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 		$1.58M Sell
33,020
-7,170
-18% -$343K 0.5% 28
2026
Q1 		$1.92M Sell
40,190
-4,802
-11% -$231K 0.7% 24
2025
Q4 		$2.16M Sell
44,992
-1,265
-3% -$61K 0.8% 24
2025
Q3 		$2.23M Sell
46,257
-3,061
-6% -$147K 0.88% 24
2025
Q2 		$2.37M Buy
49,318
+2,987
+6% +$142K 1.03% 20
2025
Q1 		$2.2M Buy
46,331
+438
+1% +$20.7K 1.09% 20
2024
Q4 		$2.15M Buy
45,893
+2,107
+5% +$99.7K 1.09% 20
2024
Q3 		$2.09M Buy
43,786
+2,171
+5% +$103K 1.1% 22
2024
Q2 		$1.96M Sell
41,615
-3
-0% -$141 1.12% 21
2024
Q1 		$1.97M Buy
41,618
+2,393
+6% +$112K 1.21% 20
2023
Q4 		$1.84M Buy
39,225
+9,176
+31% +$427K 1.28% 20
2023
Q3 		$1.39M Buy
30,049
+3,623
+14% +$168K 1.09% 19
2023
Q2 		$1.22M Buy
+26,426
New +$1.23M 0.9% 21

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

Arcadia Wealth Management (New Hampshire)'s DFSD Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 18% in Q2 2026, selling an estimated $343K and leaving 33,020 shares worth $1.58M. The position accounts for 0.5% of the portfolio, ranked #28.

Arcadia Wealth Management (New Hampshire) first reported a position in DFSD in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.37M in Q2 2025. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Arcadia Wealth Management (New Hampshire) held 33,020 shares of Dimensional Short-Duration Fixed Income ETF worth $1.58M as of Q2 2026.
  • Arcadia Wealth Management (New Hampshire) sold 7,170 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $343K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.5% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #28 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Arcadia Wealth Management (New Hampshire)'s Dimensional Short-Duration Fixed Income ETF position peaked at $2.37M in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.