Cerity Partners
DFSD

Cerity Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Cerity Partners’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 		$2.9M Buy
60,763
+2,672
+5% +$128K ﹤0.01% 1376
2026
Q1 		$2.78M Buy
+58,091
New +$2.79M ﹤0.01% 1306
2025
Q2 		– Sell
-9,718
Closed -$462K – 2664
2025
Q1 		$462K Sell
9,718
-512
-5% -$24.2K ﹤0.01% 1804
2024
Q4 		$480K Buy
10,230
+294
+3% +$13.9K ﹤0.01% 1795
2024
Q3 		$474K Sell
9,936
-267
-3% -$12.7K ﹤0.01% 1800
2024
Q2 		$480K Buy
+10,203
New +$479K ﹤0.01% 1562

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

Cerity Partners's DFSD Position: Q2 2026 in Review

Cerity Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.6% in Q2 2026, buying an estimated $128K and bringing the position to 60,763 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Cerity Partners first reported a position in DFSD in Q2 2024 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Cerity Partners held 60,763 shares of Dimensional Short-Duration Fixed Income ETF worth $2.9M as of Q2 2026.
  • Cerity Partners bought 2,672 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $128K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1376 holding.
  • Cerity Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 6 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.