C1AG
DFSD

Client 1st Advisory Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Client 1st Advisory Group’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 		$14.4M Buy
301,973
+5,365
+2% +$257K 3.76% 5
2026
Q1 		$14.2M Buy
296,608
+1,799
+0.6% +$86.6K 4.31% 5
2025
Q4 		$14.1M Buy
294,809
+3,217
+1% +$155K 4.42% 5
2025
Q3 		$14.1M Buy
291,592
+5,726
+2% +$276K 4.65% 5
2025
Q2 		$13.7M Sell
285,866
-4,422
-2% -$211K 4.98% 5
2025
Q1 		$13.8M Sell
290,288
-2,070
-0.7% -$97.7K 5.37% 5
2024
Q4 		$13.7M Buy
292,358
+18,672
+7% +$883K 5.27% 4
2024
Q3 		$13.1M Buy
273,686
+7,445
+3% +$353K 5.19% 5
2024
Q2 		$12.5M Buy
266,241
+43,737
+20% +$2.05M 5.39% 5
2024
Q1 		$10.5M Buy
222,504
+13,150
+6% +$618K 4.7% 6
2023
Q4 		$9.84M Buy
209,354
+74,136
+55% +$3.45M 4.78% 6
2023
Q3 		$6.27M Buy
135,218
+76,264
+129% +$3.55M 3.32% 10
2023
Q2 		$2.73M Buy
+58,954
New +$2.75M 1.44% 14

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Client 1st Advisory Group's DFSD Position: Q2 2026 in Review

Client 1st Advisory Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.8% in Q2 2026, buying an estimated $257K and bringing the position to 301,973 shares worth $14.4M. The position accounts for 3.76% of the portfolio, ranked #5.

Client 1st Advisory Group first reported a position in DFSD in Q2 2023 and has held it in 13 quarters since. 115 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Client 1st Advisory Group held 301,973 shares of Dimensional Short-Duration Fixed Income ETF worth $14.4M as of Q2 2026.
  • Client 1st Advisory Group bought 5,365 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $257K.
  • Dimensional Short-Duration Fixed Income ETF made up 3.76% of Client 1st Advisory Group's portfolio in Q2 2026, its #5 holding.
  • Client 1st Advisory Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 115 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.