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 Q2	$7.59M	Buy	158,867 +3,810	+2%	+$182K	0.51%	45
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	Buy	146,955 +95,322	+185%	+$4.38M	1.54%	15
2022 Q3	$2.38M	Buy	51,633 +25,872	+100%	+$1.21M	0.61%	23
2022 Q2	$1.21M	Buy	+25,761	New	+$1.22M	0.18%	112

Other funds holding DFSD

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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFS Investment Advisory Services's DFSD Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.5% in Q2 2026, buying an estimated $182K and bringing the position to 158,867 shares worth $7.59M. The position accounts for 0.51% of the portfolio, ranked #45.

CFS Investment Advisory Services first reported a position in DFSD in Q2 2022 and has held it in 17 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

CFS Investment Advisory Services held 158,867 shares of Dimensional Short-Duration Fixed Income ETF worth $7.59M as of Q2 2026.
CFS Investment Advisory Services bought 3,810 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $182K.
Dimensional Short-Duration Fixed Income ETF made up 0.51% of CFS Investment Advisory Services's portfolio in Q2 2026, its #45 holding.
CFS Investment Advisory Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.