CIAS
DFSD

CFS Investment Advisory Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

CFS Investment Advisory Services’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 		$7.48M Buy
155,057
+4,371
+3% +$210K 0.51% 51
2025
Q4 		$7.23M Buy
150,686
+9,252
+7% +$446K 0.53% 46
2025
Q3 		$6.84M Buy
141,434
+1,396
+1% +$67.2K 0.51% 50
2025
Q2 		$6.72M Sell
140,038
-1,489
-1% -$70.9K 0.55% 47
2025
Q1 		$6.72M Sell
141,527
-17,219
-11% -$813K 0.6% 37
2024
Q4 		$7.44M Buy
158,746
+2,482
+2% +$117K 0.67% 33
2024
Q3 		$7.46M Sell
156,264
-1,093
-0.7% -$51.9K 0.63% 32
2024
Q2 		$7.4M Buy
157,357
+3,613
+2% +$170K 0.6% 38
2024
Q1 		$7.23M Sell
153,744
-6,397
-4% -$301K 1.22% 18
2023
Q4 		$7.53M Buy
160,141
+4,921
+3% +$229K 1.36% 16
2023
Q3 		$7.2M Buy
155,220
+4,471
+3% +$208K 1.15% 21
2023
Q2 		$6.99M Buy
150,749
+1,522
+1% +$70.9K 0.89% 26
2023
Q1 		$6.96M Buy
149,227
+2,272
+2% +$106K 1.27% 21
2022
Q4 		$6.77M Sell
146,955
-2,279,796
-94% -$105M 1.54% 15
2022
Q3 		$2.43M Buy
2,426,751
+2,400,990
+9,320% +$112M 0.56% 28
2022
Q2 		$1.21M Sell
25,761
-287,104
-92% -$13.6M 0.18% 112
2022
Q1 		$7K Buy
+312,865
New +$15.3M 0.03% 183

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