Bridge Generations Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Bridge Generations Wealth Management’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	–	Sell	-53	Closed	-$2.54K	–	57
2025 Q4	$2.54K	Hold	53	–	–	﹤0.01%	66
2025 Q3	$2.56K	Hold	53	–	–	﹤0.01%	70
2025 Q2	$2.54K	Sell	53 -103	-66%	-$4.91K	﹤0.01%	63
2025 Q1	$7.41K	Buy	156 +103	+194%	+$4.86K	﹤0.01%	68
2024 Q4	$2.48K	Buy	+53	New	+$2.51K	﹤0.01%	59

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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 $2.57B AUM 21.7% 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Bridge Generations Wealth Management's DFSD Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2026, closing a stake of 53 shares — an estimated $2.54K sold.

Bridge Generations Wealth Management first reported a position in DFSD in Q4 2024 and held it in 5 quarters. The position peaked at $7.41K in Q1 2025. 430 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

Bridge Generations Wealth Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
Bridge Generations Wealth Management sold 53 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $2.54K.
Bridge Generations Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and held it in 5 quarters.
Bridge Generations Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $7.41K in Q1 2025.
430 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.