CAM
DFSD

Concorde Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Concorde Asset Management’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 		$222K Sell
4,631
-347
-7% -$16.7K 0.11% 179
2025
Q4 		$239K Sell
4,978
-688
-12% -$33.2K 0.1% 197
2025
Q3 		$274K Buy
+5,666
New +$273K 0.11% 173
2025
Q1 		$229K Buy
4,833
+60
+1% +$2.83K 0.12% 150
2024
Q4 		$224K Buy
4,773
+25
+0.5% +$1.18K 0.12% 164
2024
Q3 		$227K Sell
4,748
-921
-16% -$43.7K 0.13% 149
2024
Q2 		$266K Buy
+5,669
New +$266K 0.16% 116

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

Concorde Asset Management's DFSD Position: Q1 2026 in Review

Concorde Asset Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7% in Q1 2026, selling an estimated $16.7K and leaving 4,631 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #179.

Concorde Asset Management first reported a position in DFSD in Q2 2024 and has held it in 7 quarters since. The position peaked at $274K in Q3 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Concorde Asset Management held 4,631 shares of Dimensional Short-Duration Fixed Income ETF worth $222K as of Q1 2026.
  • Concorde Asset Management sold 347 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $16.7K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.11% of Concorde Asset Management's portfolio in Q1 2026, its #179 holding.
  • Concorde Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 7 quarters since.
  • Concorde Asset Management's Dimensional Short-Duration Fixed Income ETF position peaked at $274K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.