BTI
DFSD

Blue Trust Inc’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Blue Trust Inc’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 		$35.4K Hold
740
– – ﹤0.01% 1458
2025
Q4 		$35.5K Hold
740
– – ﹤0.01% 1474
2025
Q3 		$35.7K Hold
740
– – ﹤0.01% 1515
2025
Q2 		$35.5K Hold
740
– – ﹤0.01% 1536
2025
Q1 		$35.2K Hold
740
– – ﹤0.01% 1515
2024
Q4 		$34.7K Hold
740
– – ﹤0.01% 1462
2024
Q3 		$34.8K Hold
740
– – ﹤0.01% 1716
2024
Q2 		$34.8K Hold
740
– – ﹤0.01% 1420
2024
Q1 		$34.8K Hold
740
– – ﹤0.01% 1041
2023
Q4 		$34K Hold
740
– – ﹤0.01% 1082
2023
Q3 		$34K Hold
740
– – ﹤0.01% 982
2023
Q2 		$35K Buy
+740
New +$34.5K ﹤0.01% 826

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

Blue Trust Inc's DFSD Position: Q1 2026 in Review

Blue Trust Inc held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q1 2026 at 740 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Blue Trust Inc first reported a position in DFSD in Q2 2023 and has held it in 12 quarters since. The position peaked at $35.7K in Q3 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Blue Trust Inc held 740 shares of Dimensional Short-Duration Fixed Income ETF worth $35.4K as of Q1 2026.
  • Blue Trust Inc left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1458 holding.
  • Blue Trust Inc first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 12 quarters since.
  • Blue Trust Inc's Dimensional Short-Duration Fixed Income ETF position peaked at $35.7K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.