Cetera Investment Advisers
DFSD

Cetera Investment Advisers’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Cetera Investment Advisers’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 		$8.41M Sell
176,070
-4,160
-2% -$199K 0.01% 1259
2026
Q1 		$8.63M Buy
180,230
+12,916
+8% +$621K 0.01% 1152
2025
Q4 		$8.02M Buy
167,314
+90,670
+118% +$4.37M 0.01% 1166
2025
Q3 		$3.69M Buy
76,644
+24,215
+46% +$1.17M ﹤0.01% 1661
2025
Q2 		$2.52M Buy
52,429
+677
+1% +$32.2K ﹤0.01% 1685
2025
Q1 		$2.46M Buy
51,752
+14,487
+39% +$684K ﹤0.01% 1597
2024
Q4 		$1.75M Buy
37,265
+8,054
+28% +$381K ﹤0.01% 1752
2024
Q3 		$1.39M Buy
29,211
+4,630
+19% +$220K ﹤0.01% 1867
2024
Q2 		$1.16M Buy
24,581
+4,389
+22% +$206K ﹤0.01% 1971
2024
Q1 		$950K Buy
20,192
+13,569
+205% +$638K ﹤0.01% 2114
2023
Q4 		$311K Buy
+6,623
New +$309K ﹤0.01% 1767

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

Cetera Investment Advisers's DFSD Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.3% in Q2 2026, selling an estimated $199K and leaving 176,070 shares worth $8.41M. The position accounts for 0.01% of the portfolio, ranked #1259.

Cetera Investment Advisers first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.63M in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Cetera Investment Advisers held 176,070 shares of Dimensional Short-Duration Fixed Income ETF worth $8.41M as of Q2 2026.
  • Cetera Investment Advisers sold 4,160 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $199K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1259 holding.
  • Cetera Investment Advisers first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Cetera Investment Advisers's Dimensional Short-Duration Fixed Income ETF position peaked at $8.63M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.