CPG
DFSD

Cornerstone Planning Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Cornerstone Planning Group’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 		$7.37K Buy
+156
New +$7.47K ﹤0.01% 987
2025
Q2 		– Sell
-199
Closed -$9.42K – 1569
2025
Q1 		$9.42K Buy
+199
New +$9.4K ﹤0.01% 588

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

Cornerstone Planning Group's DFSD Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 156 shares worth $7.37K. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in DFSD as recently as Q1 2025.

Cornerstone Planning Group first reported a position in DFSD in Q1 2025 and has held it in 2 quarters since. The position peaked at $9.42K in Q1 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Cornerstone Planning Group held 156 shares of Dimensional Short-Duration Fixed Income ETF worth $7.37K as of Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF was a new Cornerstone Planning Group position in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #987 holding.
  • Cornerstone Planning Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 2 quarters since.
  • Cornerstone Planning Group's Dimensional Short-Duration Fixed Income ETF position peaked at $9.42K in Q1 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.