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
Q2 		$23.1K Sell
485
-861
-64% -$41.2K ﹤0.01% 152
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 $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

DecisionPoint Financial's DFSD Position: Q2 2026 in Review

DecisionPoint Financial reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 64% in Q2 2026, selling an estimated $41.2K and leaving 485 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

DecisionPoint Financial first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $167K in Q4 2022. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • DecisionPoint Financial held 485 shares of Dimensional Short-Duration Fixed Income ETF worth $23.1K as of Q2 2026.
  • DecisionPoint Financial sold 861 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $41.2K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #152 holding.
  • DecisionPoint Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • DecisionPoint Financial's Dimensional Short-Duration Fixed Income ETF position peaked at $167K in Q4 2022.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.