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
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 $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