CWA
DFSD

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

CogentBlue Wealth 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
Q2 		$4.81M Buy
100,741
+5,100
+5% +$244K 2.76% 12
2026
Q1 		$4.58M Buy
95,641
+4,779
+5% +$230K 3.08% 10
2025
Q4 		$4.36M Buy
90,862
+580
+0.6% +$28K 2.97% 10
2025
Q3 		$4.35M Buy
90,282
+21,706
+32% +$1.04M 2.96% 10
2025
Q2 		$3.29M Buy
68,576
+27,615
+67% +$1.32M 2.52% 11
2025
Q1 		$1.95M Buy
40,961
+3,277
+9% +$155K 1.71% 18
2024
Q4 		$1.77M Buy
+37,684
New +$1.78M 1.56% 18

Other funds holding DFSD

Focus Partners Wealth
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
AC
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
SC
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
VT
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CogentBlue Wealth Advisors's DFSD Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.3% in Q2 2026, buying an estimated $244K and bringing the position to 100,741 shares worth $4.81M. The position accounts for 2.76% of the portfolio, ranked #12.

CogentBlue Wealth Advisors first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • CogentBlue Wealth Advisors held 100,741 shares of Dimensional Short-Duration Fixed Income ETF worth $4.81M as of Q2 2026.
  • CogentBlue Wealth Advisors bought 5,100 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $244K.
  • Dimensional Short-Duration Fixed Income ETF made up 2.76% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • CogentBlue Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.