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
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 $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