AIA
DFSD

AssuredPartners Investment Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

AssuredPartners Investment Advisors’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 		$8.49M Buy
177,901
+3,748
+2% +$179K 0.82% 25
2026
Q1 		$8.34M Buy
174,153
+3,288
+2% +$158K 0.91% 24
2025
Q4 		$8.19M Buy
170,865
+6,508
+4% +$314K 1.22% 17
2025
Q3 		$7.92M Buy
164,357
+11,140
+7% +$536K 1.76% 15
2025
Q2 		$7.36M Buy
153,217
+8,407
+6% +$400K 1.8% 15
2025
Q1 		$6.88M Buy
144,810
+10,253
+8% +$484K 1.33% 13
2024
Q4 		$6.31M Buy
+134,557
New +$6.37M 1.23% 14

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

AssuredPartners Investment Advisors's DFSD Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.2% in Q2 2026, buying an estimated $179K and bringing the position to 177,901 shares worth $8.49M. The position accounts for 0.82% of the portfolio, ranked #25.

AssuredPartners Investment Advisors first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • AssuredPartners Investment Advisors held 177,901 shares of Dimensional Short-Duration Fixed Income ETF worth $8.49M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 3,748 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $179K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.82% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • AssuredPartners Investment Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.