ATPW
DFSD

Ashton Thomas Private Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Ashton Thomas Private Wealth’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 		$767K Buy
16,028
+1,243
+8% +$59.8K 0.02% 609
2025
Q4 		$709K Buy
14,785
+699
+5% +$33.7K 0.02% 581
2025
Q3 		$679K Sell
14,086
-4,707
-25% -$227K 0.02% 575
2025
Q2 		$902K Buy
18,793
+11,937
+174% +$568K 0.03% 435
2025
Q1 		$326K Buy
6,856
+801
+13% +$37.8K 0.01% 635
2024
Q4 		$284K Buy
+6,055
New +$286K 0.01% 646
2024
Q3 		– Sell
-1,313
Closed -$61.7K – 917
2024
Q2 		$61.7K Buy
+1,313
New +$61.6K ﹤0.01% 863

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

Ashton Thomas Private Wealth's DFSD Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.4% in Q1 2026, buying an estimated $59.8K and bringing the position to 16,028 shares worth $767K. The position accounts for 0.02% of the portfolio, ranked #609.

Ashton Thomas Private Wealth first reported a position in DFSD in Q2 2024 and has held it in 7 quarters since. The position peaked at $902K in Q2 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Ashton Thomas Private Wealth held 16,028 shares of Dimensional Short-Duration Fixed Income ETF worth $767K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 1,243 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $59.8K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #609 holding.
  • Ashton Thomas Private Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 7 quarters since.
  • Ashton Thomas Private Wealth's Dimensional Short-Duration Fixed Income ETF position peaked at $902K in Q2 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.