AWMNY
DFSD

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

Arcadia Wealth Management (New York)’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 		$7.77M Buy
162,283
+23,836
+17% +$1.15M 4.2% 5
2025
Q4 		$6.64M Buy
138,447
+25,059
+22% +$1.21M 3.81% 5
2025
Q3 		$5.46M Buy
113,388
+13,382
+13% +$644K 3.32% 5
2025
Q2 		$4.8M Buy
100,006
+11,490
+13% +$547K 3.27% 5
2025
Q1 		$4.21M Buy
88,516
+21,826
+33% +$1.03M 3.28% 5
2024
Q4 		$3.13M Buy
+66,690
New +$3.16M 2.66% 6

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 $2.57B AUM 21.7% 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 $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Arcadia Wealth Management (New York)'s DFSD Position: Q1 2026 in Review

Arcadia Wealth Management (New York) increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 17% in Q1 2026, buying an estimated $1.15M and bringing the position to 162,283 shares worth $7.77M. The position accounts for 4.2% of the portfolio, ranked #5.

Arcadia Wealth Management (New York) first reported a position in DFSD in Q4 2024 and has held it in 6 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Arcadia Wealth Management (New York) held 162,283 shares of Dimensional Short-Duration Fixed Income ETF worth $7.77M as of Q1 2026.
  • Arcadia Wealth Management (New York) bought 23,836 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $1.15M.
  • Dimensional Short-Duration Fixed Income ETF made up 4.2% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #5 holding.
  • Arcadia Wealth Management (New York) first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.