Diversify Advisory Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Diversify Advisory Services’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	$5.84M	Buy	+123,538	New	+$5.92M	0.1%	199
2026 Q1	–	Sell	-23,582	Closed	-$1.13M	–	374
2025 Q4	$1.13M	Buy	23,582 +19,382	+461%	+$934K	0.04%	369
2025 Q3	$202K	Sell	4,200 -178	-4%	-$8.57K	0.01%	846
2025 Q2	$211K	Buy	+4,378	New	+$208K	0.01%	776

Other funds holding DFSD

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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Diversify Advisory Services's DFSD Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 123,538 shares worth $5.84M. The stake represents 0.1% of the portfolio and ranks #199 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DFSD as recently as Q4 2025.

Diversify Advisory Services first reported a position in DFSD in Q2 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Diversify Advisory Services held 123,538 shares of Dimensional Short-Duration Fixed Income ETF worth $5.84M as of Q2 2026.
Dimensional Short-Duration Fixed Income ETF was a new Diversify Advisory Services position in Q2 2026.
Dimensional Short-Duration Fixed Income ETF made up 0.1% of Diversify Advisory Services's portfolio in Q2 2026, its #199 holding.
Diversify Advisory Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.