CA
DFSD

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

Claris 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 		$4.51M Buy
94,287
+8,222
+10% +$396K 1.35% 20
2025
Q4 		$4.13M Buy
86,065
+29,138
+51% +$1.4M 1.26% 20
2025
Q3 		$2.73M Buy
56,927
+675
+1% +$32.5K 0.95% 21
2025
Q2 		$2.7M Buy
56,252
+12,256
+28% +$584K 0.94% 21
2025
Q1 		$2.09M Buy
43,996
+3,363
+8% +$159K 0.78% 21
2024
Q4 		$1.9M Buy
40,633
+4,361
+12% +$206K 0.72% 23
2024
Q3 		$1.73M Buy
36,272
+8,646
+31% +$410K 0.75% 22
2024
Q2 		$1.3M Buy
27,626
+13,045
+89% +$612K 0.67% 21
2024
Q1 		$686K Buy
14,581
+6,339
+77% +$298K 0.35% 28
2023
Q4 		$387K Buy
+8,242
New +$384K 0.21% 34

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

Claris Advisors's DFSD Position: Q1 2026 in Review

Claris Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 9.6% in Q1 2026, buying an estimated $396K and bringing the position to 94,287 shares worth $4.51M. The position accounts for 1.35% of the portfolio, ranked #20.

Claris Advisors first reported a position in DFSD in Q4 2023 and has held it in 10 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Claris Advisors held 94,287 shares of Dimensional Short-Duration Fixed Income ETF worth $4.51M as of Q1 2026.
  • Claris Advisors bought 8,222 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $396K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.35% of Claris Advisors's portfolio in Q1 2026, its #20 holding.
  • Claris Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.