Avantax Advisory Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Avantax Advisory Services’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	$1.01M	Buy	21,048 +4,801	+30%	+$229K	0.01%	1167
2025 Q1	$772K	Sell	16,247 -1,163	-7%	-$54.9K	﹤0.01%	1228
2024 Q4	$816K	Buy	17,410 +3,864	+29%	+$183K	0.01%	1141
2024 Q3	$647K	Buy	13,546 +1,918	+16%	+$91K	﹤0.01%	1252
2024 Q2	$547K	Buy	11,628 +5,955	+105%	+$280K	﹤0.01%	1303
2024 Q1	$267K	Sell	5,673 -365	-6%	-$17.2K	﹤0.01%	1367
2023 Q4	$284K	Sell	6,038 -98	-2%	-$4.57K	﹤0.01%	1267
2023 Q3	$285K	Sell	6,136 -90	-1%	-$4.18K	﹤0.01%	1225
2023 Q2	$289K	Sell	6,226 -2,185	-26%	-$102K	﹤0.01%	1209
2023 Q1	$392K	Sell	8,411 -193	-2%	-$8.97K	﹤0.01%	1012
2022 Q4	$397K	Sell	8,604 -256	-3%	-$11.8K	0.01%	972
2022 Q3	$408K	Buy	8,860 +260	+3%	+$12.2K	0.01%	873
2022 Q2	$403K	Buy	+8,600	New	+$406K	0.01%	875

Other funds holding DFSD

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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 $1.06B AUM 12.82% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avantax Advisory Services's DFSD Position: Q2 2025 in Review

Avantax Advisory Services increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 30% in Q2 2025, buying an estimated $229K and bringing the position to 21,048 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1167.

Avantax Advisory Services first reported a position in DFSD in Q2 2022 and has held it in 13 quarters since. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

Avantax Advisory Services held 21,048 shares of Dimensional Short-Duration Fixed Income ETF worth $1.01M as of Q2 2025.
Avantax Advisory Services bought 4,801 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $229K.
Dimensional Short-Duration Fixed Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1167 holding.
Avantax Advisory Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 13 quarters since.
352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.