DI
DFSD

Disciplined Investments’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Disciplined Investments’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 		$13.9M Buy
291,464
+39,451
+16% +$1.89M 4.49% 3
2026
Q1 		$12.1M Buy
252,013
+37,094
+17% +$1.78M 4.33% 3
2025
Q4 		$10.3M Buy
214,919
+20,465
+11% +$986K 3.96% 3
2025
Q3 		$9.37M Buy
194,454
+42,618
+28% +$2.05M 3.73% 4
2025
Q2 		$7.29M Buy
151,836
+41,508
+38% +$1.98M 3.08% 9
2025
Q1 		$5.24M Buy
110,328
+5,125
+5% +$242K 2.41% 12
2024
Q4 		$4.93M Buy
105,203
+12,591
+14% +$596K 2.43% 12
2024
Q3 		$4.42M Buy
92,612
+42,251
+84% +$2.01M 2.18% 15
2024
Q2 		$2.37M Buy
50,361
+13,533
+37% +$635K 1.26% 29
2024
Q1 		$1.73M Buy
36,828
+7,668
+26% +$360K 0.95% 33
2023
Q4 		$1.37M Buy
29,160
+21,513
+281% +$1M 0.8% 38
2023
Q3 		$355K Buy
7,647
+5,447
+248% +$253K 0.22% 86
2023
Q2 		$102K Hold
2,200
– – 0.05% 147
2023
Q1 		$103K Buy
2,200
+433
+25% +$20.1K 0.04% 163
2022
Q4 		$81.4K Buy
+1,767
New +$81.2K 0.04% 165

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

Disciplined Investments's DFSD Position: Q2 2026 in Review

Disciplined Investments increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 16% in Q2 2026, buying an estimated $1.89M and bringing the position to 291,464 shares worth $13.9M. The position accounts for 4.49% of the portfolio, ranked #3.

Disciplined Investments first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Disciplined Investments held 291,464 shares of Dimensional Short-Duration Fixed Income ETF worth $13.9M as of Q2 2026.
  • Disciplined Investments bought 39,451 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.89M.
  • Dimensional Short-Duration Fixed Income ETF made up 4.49% of Disciplined Investments's portfolio in Q2 2026, its #3 holding.
  • Disciplined Investments first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.