APW
DFSD

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

Austin 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
2025
Q4 		$2.66M Buy
55,493
+6,155
+12% +$297K 0.2% 62
2025
Q3 		$2.38M Buy
49,338
+9,386
+23% +$452K 0.18% 71
2025
Q2 		$1.92M Buy
39,952
+33,708
+540% +$1.61M 0.15% 73
2025
Q1 		$297K Buy
+6,244
New +$295K 0.03% 223

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
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
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 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

Austin Private Wealth's DFSD Position: Q4 2025 in Review

Austin Private Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 12% in Q4 2025, buying an estimated $297K and bringing the position to 55,493 shares worth $2.66M. The position accounts for 0.2% of the portfolio, ranked #62.

Austin Private Wealth first reported a position in DFSD in Q1 2025 and has held it in 4 quarters since. 408 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

  • Austin Private Wealth held 55,493 shares of Dimensional Short-Duration Fixed Income ETF worth $2.66M as of Q4 2025.
  • Austin Private Wealth bought 6,155 Dimensional Short-Duration Fixed Income ETF shares in Q4 2025, an estimated $297K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.2% of Austin Private Wealth's portfolio in Q4 2025, its #62 holding.
  • Austin Private Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 4 quarters since.
  • 408 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.