Citigroup
DFSD

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

Citigroup’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 		$4.59M Buy
95,843
+24,715
+35% +$1.19M ﹤0.01% 2039
2025
Q4 		$3.41M Buy
71,128
+7,264
+11% +$350K ﹤0.01% 2294
2025
Q3 		$3.08M Buy
63,864
+5,755
+10% +$277K ﹤0.01% 2334
2025
Q2 		$2.79M Buy
58,109
+22,668
+64% +$1.08M ﹤0.01% 2364
2025
Q1 		$1.68M Buy
35,441
+22,879
+182% +$1.08M ﹤0.01% 2858
2024
Q4 		$589K Buy
12,562
+5,768
+85% +$273K ﹤0.01% 3712
2024
Q3 		$324K Buy
+6,794
New +$322K ﹤0.01% 4021

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

Citigroup's DFSD Position: Q1 2026 in Review

Citigroup increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 35% in Q1 2026, buying an estimated $1.19M and bringing the position to 95,843 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Citigroup first reported a position in DFSD in Q3 2024 and has held it in 7 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Citigroup held 95,843 shares of Dimensional Short-Duration Fixed Income ETF worth $4.59M as of Q1 2026.
  • Citigroup bought 24,715 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $1.19M.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2039 holding.
  • Citigroup first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.