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
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 $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