Commonwealth Equity Services
DFSD

Commonwealth Equity Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Commonwealth Equity Services’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 		$58.7M Buy
1,229,386
+46,555
+4% +$2.23M 0.07% 270
2026
Q1 		$56.6M Buy
1,182,831
+85,652
+8% +$4.12M 0.08% 250
2025
Q4 		$52.6M Buy
1,097,179
+9,399
+0.9% +$453K 0.07% 272
2025
Q3 		$52.4M Buy
1,087,780
+68,082
+7% +$3.28M 0.07% 278
2025
Q2 		$49M Buy
1,019,698
+51,723
+5% +$2.46M 0.06% 294
2025
Q1 		$46M Buy
967,975
+29,749
+3% +$1.4M 0.07% 293
2024
Q4 		$44M Buy
938,226
+33,220
+4% +$1.57M 0.06% 278
2024
Q3 		$43.2M Buy
905,006
+40,795
+5% +$1.94M 0.07% 272
2024
Q2 		$40.6M Buy
864,211
+13,384
+2% +$628K 0.06% 289
2024
Q1 		$40M Buy
850,827
+95,051
+13% +$4.47M 0.07% 281
2023
Q4 		$35.5M Buy
755,776
+196,584
+35% +$9.16M 0.07% 289
2023
Q3 		$25.9M Buy
559,192
+87,077
+18% +$4.05M 0.05% 324
2023
Q2 		$21.9M Sell
472,115
-59,062
-11% -$2.75M 0.04% 392
2023
Q1 		$24.8K Buy
531,177
+187,779
+55% +$8.72M 0.05% 329
2022
Q4 		$15.8M Sell
343,398
-29,704
-8% -$1.36M 0.04% 445
2022
Q3 		$17.2M Buy
373,102
+297,792
+395% +$13.9M 0.04% 384
2022
Q2 		$3.53M Buy
75,310
+36,387
+93% +$1.72M 0.01% 1087
2022
Q1 		$1.86M Buy
38,923
+25,952
+200% +$1.27M ﹤0.01% 1550
2021
Q4 		$648K Buy
+12,971
New +$649K ﹤0.01% 2310

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

Commonwealth Equity Services's DFSD Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.9% in Q2 2026, buying an estimated $2.23M and bringing the position to 1,229,386 shares worth $58.7M. The position accounts for 0.07% of the portfolio, ranked #270.

Commonwealth Equity Services first reported a position in DFSD in Q4 2021 and has held it in 19 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Commonwealth Equity Services held 1,229,386 shares of Dimensional Short-Duration Fixed Income ETF worth $58.7M as of Q2 2026.
  • Commonwealth Equity Services bought 46,555 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $2.23M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.07% of Commonwealth Equity Services's portfolio in Q2 2026, its #270 holding.
  • Commonwealth Equity Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.