DPI
DFSD

Diversified Portfolios Inc’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Diversified Portfolios Inc’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 		$63.7M Sell
1,335,001
-1,421
-0.1% -$68K 4.62% 5
2026
Q1 		$64M Buy
1,336,422
+99,809
+8% +$4.8M 5.26% 5
2025
Q4 		$59.3M Buy
1,236,613
+107,430
+10% +$5.18M 4.94% 5
2025
Q3 		$54.4M Buy
1,129,183
+196,048
+21% +$9.44M 4.8% 6
2025
Q2 		$44.8M Buy
933,135
+107,566
+13% +$5.12M 4.27% 6
2025
Q1 		$39.2M Buy
825,569
+261,611
+46% +$12.4M 4.13% 6
2024
Q4 		$26.4M Buy
563,958
+142,761
+34% +$6.75M 2.88% 7
2024
Q3 		$20.1M Buy
421,197
+382,265
+982% +$18.1M 2.26% 12
2024
Q2 		$1.83M Buy
+38,932
New +$1.83M 0.24% 57

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

Diversified Portfolios Inc's DFSD Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.11% in Q2 2026, selling an estimated $68K and leaving 1,335,001 shares worth $63.7M. The position accounts for 4.62% of the portfolio, ranked #5.

Diversified Portfolios Inc first reported a position in DFSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $64M in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Diversified Portfolios Inc held 1,335,001 shares of Dimensional Short-Duration Fixed Income ETF worth $63.7M as of Q2 2026.
  • Diversified Portfolios Inc sold 1,421 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $68K.
  • Dimensional Short-Duration Fixed Income ETF made up 4.62% of Diversified Portfolios Inc's portfolio in Q2 2026, its #5 holding.
  • Diversified Portfolios Inc first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Diversified Portfolios Inc's Dimensional Short-Duration Fixed Income ETF position peaked at $64M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.