AIM
DFSD

Archer Investment Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Archer Investment Management’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
2025
Q2 		– Sell
-50,789
Closed -$2.41M – 57
2025
Q1 		$2.41M Sell
50,789
-1,926
-4% -$90.9K 1.67% 16
2024
Q4 		$2.47M Buy
+52,715
New +$2.49M 1.52% 18

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Archer Investment Management's DFSD Position: Q2 2025 in Review

Archer Investment Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2025, closing a stake of 50,789 shares — an estimated $2.41M sold.

Archer Investment Management first reported a position in DFSD in Q4 2024 and held it in 2 quarters. The position peaked at $2.47M in Q4 2024. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • Archer Investment Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Archer Investment Management sold 50,789 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $2.41M.
  • Archer Investment Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and held it in 2 quarters.
  • Archer Investment Management's Dimensional Short-Duration Fixed Income ETF position peaked at $2.47M in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

Based on Archer Investment Management's 13F filing for Q2 2025, filed 9 Jul 2025.