CW
DFSD

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

CreativeOne Wealth’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 		$5.54M Sell
115,678
-2,004
-2% -$96.4K 0.13% 152
2025
Q4 		$5.64M Buy
117,682
+7,938
+7% +$383K 0.14% 134
2025
Q3 		$5.29M Buy
109,744
+4,507
+4% +$217K 0.13% 144
2025
Q2 		$5.05M Buy
105,237
+4,162
+4% +$198K 0.13% 151
2025
Q1 		$4.8M Buy
101,075
+16,360
+19% +$772K 0.14% 140
2024
Q4 		$3.97M Buy
84,715
+16,162
+24% +$765K 0.12% 155
2024
Q3 		$3.27M Buy
68,553
+61,432
+863% +$2.92M 0.11% 171
2024
Q2 		$335K Sell
7,121
-8,776
-55% -$412K 0.02% 588
2024
Q1 		$748K Buy
+15,897
New +$747K 0.03% 446
2023
Q3 		– Sell
-12,845
Closed -$595K – 643
2023
Q2 		$595K Buy
12,845
+4,930
+62% +$230K 0.03% 446
2023
Q1 		$369K Buy
+7,915
New +$368K 0.02% 557

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

CreativeOne Wealth's DFSD Position: Q1 2026 in Review

CreativeOne Wealth reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.7% in Q1 2026, selling an estimated $96.4K and leaving 115,678 shares worth $5.54M. The position accounts for 0.13% of the portfolio, ranked #152.

CreativeOne Wealth first reported a position in DFSD in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.64M in Q4 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • CreativeOne Wealth held 115,678 shares of Dimensional Short-Duration Fixed Income ETF worth $5.54M as of Q1 2026.
  • CreativeOne Wealth sold 2,004 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $96.4K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.13% of CreativeOne Wealth's portfolio in Q1 2026, its #152 holding.
  • CreativeOne Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 11 quarters since.
  • CreativeOne Wealth's Dimensional Short-Duration Fixed Income ETF position peaked at $5.64M in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.