CWP
DFSD

Concord Wealth Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Concord Wealth Partners’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 		$11.5M Buy
240,977
+7,979
+3% +$384K 1.5% 16
2025
Q4 		$11.2M Buy
232,998
+19,720
+9% +$950K 1.45% 15
2025
Q3 		$10.3M Buy
213,278
+2,535
+1% +$122K 1.42% 14
2025
Q2 		$10.1M Buy
210,743
+45,982
+28% +$2.19M 1.48% 14
2025
Q1 		$7.83M Buy
164,761
+11,046
+7% +$522K 1.29% 17
2024
Q4 		$7.21M Sell
153,715
-1,992
-1% -$94.2K 1.18% 22
2024
Q3 		$7.43M Sell
155,707
-11,113
-7% -$527K 1.24% 22
2024
Q2 		$7.84M Buy
166,820
+6,659
+4% +$313K 1.38% 17
2024
Q1 		$7.53M Buy
160,161
+7,515
+5% +$353K 1.36% 17
2023
Q4 		$7.18M Buy
+152,646
New +$7.11M 1.44% 19

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

Concord Wealth Partners's DFSD Position: Q1 2026 in Review

Concord Wealth Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.4% in Q1 2026, buying an estimated $384K and bringing the position to 240,977 shares worth $11.5M. The position accounts for 1.5% of the portfolio, ranked #16.

Concord Wealth Partners 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.

  • Concord Wealth Partners held 240,977 shares of Dimensional Short-Duration Fixed Income ETF worth $11.5M as of Q1 2026.
  • Concord Wealth Partners bought 7,979 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $384K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.5% of Concord Wealth Partners's portfolio in Q1 2026, its #16 holding.
  • Concord Wealth Partners 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 Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.