CPA
DFSD

Capital Performance Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Capital Performance 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
2025
Q4 		– Sell
-5,375
Closed -$259K – 456
2025
Q3 		$259K Hold
5,375
– – 0.04% 249
2025
Q2 		$258K Hold
5,375
– – 0.05% 189
2025
Q1 		$255K Hold
5,375
– – 0.06% 189
2024
Q4 		$252K Hold
5,375
– – 0.08% 115
2024
Q3 		$257K Sell
5,375
-475
-8% -$22.5K 0.08% 92
2024
Q2 		$275K Buy
+5,850
New +$275K 0.1% 71

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
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
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Capital Performance Advisors's DFSD Position: Q4 2025 in Review

Capital Performance Advisors sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2025, closing a stake of 5,375 shares — an estimated $259K sold.

Capital Performance Advisors first reported a position in DFSD in Q2 2024 and held it in 6 quarters. The position peaked at $275K in Q2 2024. 408 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

  • Capital Performance Advisors reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 5,375 Dimensional Short-Duration Fixed Income ETF shares in Q4 2025, an estimated $259K.
  • Capital Performance Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and held it in 6 quarters.
  • Capital Performance Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $275K in Q2 2024.
  • 408 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.