Cambridge Investment Research Advisors
DFSD

Cambridge Investment Research Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Cambridge Investment Research Advisors’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 		$16.6M Buy
347,186
+197,884
+133% +$9.52M 0.04% 428
2025
Q4 		$7.16M Buy
149,302
+51,205
+52% +$2.47M 0.02% 738
2025
Q3 		$4.73M Buy
98,097
+7,311
+8% +$352K 0.01% 948
2025
Q2 		$4.36M Buy
90,786
+10,151
+13% +$483K 0.01% 935
2025
Q1 		$3.83M Buy
80,635
+9,071
+13% +$428K 0.01% 942
2024
Q4 		$3.35M Buy
71,564
+7,272
+11% +$344K 0.01% 1025
2024
Q3 		$3.07M Buy
64,292
+7,700
+14% +$365K 0.01% 1070
2024
Q2 		$2.66M Buy
56,592
+13,537
+31% +$635K 0.01% 1100
2024
Q1 		$2.02M Buy
43,055
+5,481
+15% +$258K 0.01% 1254
2023
Q4 		$1.77M Sell
37,574
-14,168
-27% -$660K 0.01% 1284
2023
Q3 		$2.4M Buy
51,742
+1,020
+2% +$47.4K 0.01% 1020
2023
Q2 		$2.35M Buy
50,722
+6,178
+14% +$288K 0.01% 1074
2023
Q1 		$2.08M Buy
44,544
+23,381
+110% +$1.09M 0.01% 1102
2022
Q4 		$975K Sell
21,163
-718
-3% -$33K 0.01% 1529
2022
Q3 		$1.01M Buy
21,881
+16,734
+325% +$783K 0.01% 1473
2022
Q2 		$241K Buy
+5,147
New +$243K ﹤0.01% 2564

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