BetterWealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

BetterWealth’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	$1.57M	Buy	32,981 +2,907	+10%	+$139K	0.28%	28
2026 Q1	$1.44M	Buy	30,074 +122	+0.4%	+$5.87K	0.28%	28
2025 Q4	$1.44M	Buy	29,952 +5,447	+22%	+$262K	0.33%	27
2025 Q3	$1.18M	Sell	24,505 -1,406	-5%	-$67.7K	0.28%	28
2025 Q2	$1.24M	Buy	25,911 +745	+3%	+$35.5K	0.32%	26
2025 Q1	$1.2M	Buy	25,166 +1,427	+6%	+$67.4K	0.34%	26
2024 Q4	$1.11M	Buy	23,739 +4,827	+26%	+$228K	0.31%	30
2024 Q3	$903K	Buy	+18,912	New	+$898K	0.27%	28
2024 Q2	–	Sell	-6,928	Closed	-$326K	–	65
2024 Q1	$326K	Hold	6,928	–	–	0.11%	50
2023 Q4	$326K	Buy	+6,928	New	+$323K	0.11%	48

Other funds holding DFSD

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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BetterWealth's DFSD Position: Q2 2026 in Review

BetterWealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 9.7% in Q2 2026, buying an estimated $139K and bringing the position to 32,981 shares worth $1.57M. The position accounts for 0.28% of the portfolio, ranked #28.

BetterWealth first reported a position in DFSD in Q4 2023 and has held it in 10 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

BetterWealth held 32,981 shares of Dimensional Short-Duration Fixed Income ETF worth $1.57M as of Q2 2026.
BetterWealth bought 2,907 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $139K.
Dimensional Short-Duration Fixed Income ETF made up 0.28% of BetterWealth's portfolio in Q2 2026, its #28 holding.
BetterWealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.