DWM
DFSD

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

David 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
2025
Q2 		$17.3M Buy
360,829
+12,293
+4% +$585K 12.9% 3
2025
Q1 		$16.6M Sell
348,536
-3,969
-1% -$187K 13.86% 3
2024
Q4 		$16.5M Buy
+352,505
New +$16.7M 13.65% 3

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

David Wealth Management's DFSD Position: Q2 2025 in Review

David Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.5% in Q2 2025, buying an estimated $585K and bringing the position to 360,829 shares worth $17.3M. The position accounts for 12.9% of the portfolio, ranked #3.

David Wealth Management first reported a position in DFSD in Q4 2024 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • David Wealth Management held 360,829 shares of Dimensional Short-Duration Fixed Income ETF worth $17.3M as of Q2 2025.
  • David Wealth Management bought 12,293 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $585K.
  • Dimensional Short-Duration Fixed Income ETF made up 12.9% of David Wealth Management's portfolio in Q2 2025, its #3 holding.
  • David Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.