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
2025
Q2 		– Sell
-199
Closed -$9.42K – 1569
2025
Q1 		$9.42K Buy
+199
New +$9.4K ﹤0.01% 588

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cornerstone Planning Group's DFSD Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2025, closing a stake of 199 shares — an estimated $9.42K sold.

Cornerstone Planning Group first reported a position in DFSD in Q1 2025 and held it in 1 quarter. The position peaked at $9.42K in Q1 2025. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 199 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $9.42K.
  • Cornerstone Planning Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Dimensional Short-Duration Fixed Income ETF position peaked at $9.42K in Q1 2025.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.