DF
DFSD

DecisionPoint Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

DecisionPoint Financial’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 		$64.4K Buy
1,346
+860
+177% +$41.4K 0.01% 80
2025
Q4 		$23.3K Hold
486
– – 0.01% 127
2025
Q3 		$23.5K Hold
486
– – 0.01% 107
2025
Q2 		$23.3K Hold
486
– – 0.01% 117
2025
Q1 		$23.1K Hold
486
– – 0.01% 117
2024
Q4 		$22.8K Hold
486
– – 0.01% 120
2024
Q3 		$23.2K Hold
486
– – 0.01% 117
2024
Q2 		$23K Sell
486
-1,111
-70% -$52.1K 0.01% 119
2024
Q1 		$74.7K Hold
1,597
– – 0.03% 63
2023
Q4 		$75.1K Hold
1,597
– – 0.03% 60
2023
Q3 		$74.1K Hold
1,597
– – 0.04% 47
2023
Q2 		$74K Sell
1,597
-1,845
-54% -$85.9K 0.04% 52
2023
Q1 		$161K Sell
3,442
-183
-5% -$8.5K 0.09% 27
2022
Q4 		$167K Buy
+3,625
New +$166K 0.1% 26

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

DecisionPoint Financial's DFSD Position: Q1 2026 in Review

DecisionPoint Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 177% in Q1 2026, buying an estimated $41.4K and bringing the position to 1,346 shares worth $64.4K. The position accounts for 0.01% of the portfolio, ranked #80.

DecisionPoint Financial first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. The position peaked at $167K in Q4 2022. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • DecisionPoint Financial held 1,346 shares of Dimensional Short-Duration Fixed Income ETF worth $64.4K as of Q1 2026.
  • DecisionPoint Financial bought 860 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $41.4K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #80 holding.
  • DecisionPoint Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • DecisionPoint Financial's Dimensional Short-Duration Fixed Income ETF position peaked at $167K in Q4 2022.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.