Citadel Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Citadel Advisors’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	$340K	Buy	+7,103	New	+$342K	﹤0.01%	10184
2025 Q4	–	Sell	-165,487	Closed	-$7.97M	–	12891
2025 Q3	$7.97M	Sell	165,487 -177,082	-52%	-$8.52M	﹤0.01%	3592
2025 Q2	$16.4M	Buy	342,569 +225,002	+191%	+$10.7M	﹤0.01%	2389
2025 Q1	$5.59M	Sell	117,567 -10,132	-8%	-$478K	﹤0.01%	3699
2024 Q4	$5.99M	Buy	+127,699	New	+$6.04M	﹤0.01%	3679
2024 Q3	–	Sell	-30,082	Closed	-$1.41M	–	14393
2024 Q2	$1.41M	Sell	30,082 -4,357	-13%	-$205K	﹤0.01%	5938
2024 Q1	$1.62M	Buy	+34,439	New	+$1.62M	﹤0.01%	5928
2023 Q4	–	Sell	-13,006	Closed	-$603K	–	14427
2023 Q3	$603K	Buy	+13,006	New	+$605K	﹤0.01%	7653
2022 Q1	–	Sell	-159,321	Closed	-$7.97M	–	13757
2021 Q4	$7.97M	Buy	+159,321	New	+$7.97M	﹤0.01%	3457

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Citadel Advisors's DFSD Position: Q1 2026 in Review

Citadel Advisors opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2026: 7,103 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #10184 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in DFSD as recently as Q3 2025.

Citadel Advisors first reported a position in DFSD in Q4 2021 and has held it in 9 quarters since. The position peaked at $16.4M in Q2 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

Citadel Advisors held 7,103 shares of Dimensional Short-Duration Fixed Income ETF worth $340K as of Q1 2026.
Dimensional Short-Duration Fixed Income ETF was a new Citadel Advisors position in Q1 2026.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #10184 holding.
Citadel Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 9 quarters since.
Citadel Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $16.4M in Q2 2025.
427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.