CWMA
DFSD

Capstone Wealth Management (Alabama)’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Capstone Wealth Management (Alabama)’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 		$1.51M Buy
31,463
+5,176
+20% +$249K 1.05% 16
2025
Q4 		$1.26M Buy
26,287
+7,831
+42% +$377K 0.92% 16
2025
Q3 		$889K Buy
18,456
+2,159
+13% +$104K 0.68% 21
2025
Q2 		$782K Buy
16,297
+4,350
+36% +$207K 0.69% 20
2025
Q1 		$568K Buy
11,947
+663
+6% +$31.3K 0.57% 22
2024
Q4 		$529K Buy
+11,284
New +$534K 0.52% 24

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

Capstone Wealth Management (Alabama)'s DFSD Position: Q1 2026 in Review

Capstone Wealth Management (Alabama) increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 20% in Q1 2026, buying an estimated $249K and bringing the position to 31,463 shares worth $1.51M. The position accounts for 1.05% of the portfolio, ranked #16.

Capstone Wealth Management (Alabama) first reported a position in DFSD in Q4 2024 and has held it in 6 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Capstone Wealth Management (Alabama) held 31,463 shares of Dimensional Short-Duration Fixed Income ETF worth $1.51M as of Q1 2026.
  • Capstone Wealth Management (Alabama) bought 5,176 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $249K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.05% of Capstone Wealth Management (Alabama)'s portfolio in Q1 2026, its #16 holding.
  • Capstone Wealth Management (Alabama) first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q1 2026, filed 16 Apr 2026.