Core Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Core Wealth 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	$503K	Sell	10,513 -2	-0%	-$96	0.15%	20
2025 Q4	$504K	Sell	10,515 -995	-9%	-$48K	0.16%	21
2025 Q3	$555K	Sell	11,510 -1,789	-13%	-$86.1K	0.18%	20
2025 Q2	$638K	Sell	13,299 -4,038	-23%	-$192K	0.23%	17
2025 Q1	$824K	Buy	17,337 +3,957	+30%	+$187K	0.32%	13
2024 Q4	$627K	Sell	13,380 -64	-0.5%	-$3.03K	0.25%	15
2024 Q3	$632K	Hold	13,444	–	–	0.26%	14
2024 Q2	$632K	Buy	+13,444	New	+$631K	0.26%	14

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Core Wealth Management's DFSD Position: Q1 2026 in Review

Core Wealth Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.02% in Q1 2026, selling an estimated $96 and leaving 10,513 shares worth $503K. The position accounts for 0.15% of the portfolio, ranked #20.

Core Wealth Management first reported a position in DFSD in Q2 2024 and has held it in 8 quarters since. The position peaked at $824K in Q1 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

Core Wealth Management held 10,513 shares of Dimensional Short-Duration Fixed Income ETF worth $503K as of Q1 2026.
Core Wealth Management sold 2 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $96.
Dimensional Short-Duration Fixed Income ETF made up 0.15% of Core Wealth Management's portfolio in Q1 2026, its #20 holding.
Core Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
Core Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $824K in Q1 2025.
427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Core Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.