CTC
DFSD

Central Trust Company’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Central Trust Company’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
Q2 		$194K Sell
4,070
-230
-5% -$11K ﹤0.01% 625
2026
Q1 		$206K Buy
4,300
+550
+15% +$26.5K ﹤0.01% 589
2025
Q4 		$180K Hold
3,750
– – ﹤0.01% 608
2025
Q3 		$181K Hold
3,750
– – ﹤0.01% 602
2025
Q2 		$180K Buy
3,750
+3,100
+477% +$148K ﹤0.01% 574
2025
Q1 		$30.9K Buy
+650
New +$30.7K ﹤0.01% 886

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 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 $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Central Trust Company's DFSD Position: Q2 2026 in Review

Central Trust Company reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.3% in Q2 2026, selling an estimated $11K and leaving 4,070 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Central Trust Company first reported a position in DFSD in Q1 2025 and has held it in 6 quarters since. The position peaked at $206K in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Central Trust Company held 4,070 shares of Dimensional Short-Duration Fixed Income ETF worth $194K as of Q2 2026.
  • Central Trust Company sold 230 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $11K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #625 holding.
  • Central Trust Company first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Central Trust Company's Dimensional Short-Duration Fixed Income ETF position peaked at $206K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.