CIA
DFSD

Concurrent Investment Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Concurrent Investment 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 		$1.42M Buy
29,795
+2,870
+11% +$137K 0.01% 850
2026
Q1 		$1.29M Buy
+26,925
New +$1.3M 0.01% 780

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

Concurrent Investment Advisors's DFSD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 11% in Q2 2026, buying an estimated $137K and bringing the position to 29,795 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #850.

Concurrent Investment Advisors first reported a position in DFSD in Q1 2026 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Concurrent Investment Advisors held 29,795 shares of Dimensional Short-Duration Fixed Income ETF worth $1.42M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,870 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $137K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #850 holding.
  • Concurrent Investment Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.