CMBA
DFSD

C.M. Bidwell & Associates’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

C.M. Bidwell & Associates’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 		$5.41K Hold
113
– – ﹤0.01% 314
2025
Q4 		$5.42K Hold
113
– – ﹤0.01% 315
2025
Q3 		$5.45K Hold
113
– – ﹤0.01% 322
2025
Q2 		$5.42K Hold
113
– – ﹤0.01% 314
2025
Q1 		$5.37K Hold
113
– – ﹤0.01% 307
2024
Q4 		$5.3K Hold
113
– – ﹤0.01% 325
2024
Q3 		$5.39K Hold
113
– – ﹤0.01% 319
2024
Q2 		$5.31K Hold
113
– – ﹤0.01% 318
2024
Q1 		$5.32K Hold
113
– – ﹤0.01% 320
2023
Q4 		$5.31K Hold
113
– – ﹤0.01% 326
2023
Q3 		$5.24K Sell
113
-12
-10% -$558 ﹤0.01% 389
2023
Q2 		$5.79K Hold
125
– – ﹤0.01% 392
2023
Q1 		$5.83K Hold
125
– – ﹤0.01% 386
2022
Q4 		$5.76K Hold
125
– – ﹤0.01% 378
2022
Q3 		$6K Hold
125
– – 0.01% 378
2022
Q2 		$6K Buy
125
+59
+89% +$2.79K ﹤0.01% 369
2022
Q1 		$3K Hold
66
– – ﹤0.01% 441
2021
Q4 		$3K Buy
+66
New +$3.3K ﹤0.01% 485

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

C.M. Bidwell & Associates's DFSD Position: Q1 2026 in Review

C.M. Bidwell & Associates held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q1 2026 at 113 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

C.M. Bidwell & Associates first reported a position in DFSD in Q4 2021 and has held it in 18 quarters since. The position peaked at $6K in Q3 2022. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • C.M. Bidwell & Associates held 113 shares of Dimensional Short-Duration Fixed Income ETF worth $5.41K as of Q1 2026.
  • C.M. Bidwell & Associates 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 C.M. Bidwell & Associates's portfolio in Q1 2026, its #314 holding.
  • C.M. Bidwell & Associates first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 18 quarters since.
  • C.M. Bidwell & Associates's Dimensional Short-Duration Fixed Income ETF position peaked at $6K in Q3 2022.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.