DWM
DFSD

Diversify Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Diversify Wealth Management’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
+9,438
+8% +$452K 0.1% 199
2026
Q1 		$5.46M Buy
114,100
+31,687
+38% +$1.52M 0.1% 199
2025
Q4 		$3.96M Buy
82,413
+5,419
+7% +$261K 0.18% 143
2025
Q3 		$3.71M Sell
76,994
-5,369
-7% -$258K 0.21% 134
2025
Q2 		$3.97M Sell
82,363
-1,848
-2% -$88K 0.25% 123
2025
Q1 		$4.02M Sell
84,211
-4,799
-5% -$227K 0.3% 97
2024
Q4 		$4.16M Sell
89,010
-2,314
-3% -$109K 0.32% 79
2024
Q3 		$4.32M Sell
91,324
-10,782
-11% -$512K 0.42% 59
2024
Q2 		$4.84M Buy
+102,106
New +$4.79M 0.6% 32

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

Diversify Wealth Management's DFSD Position: Q2 2026 in Review

Diversify Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.3% in Q2 2026, buying an estimated $452K and bringing the position to 123,538 shares worth $5.84M. The position accounts for 0.1% of the portfolio, ranked #199.

Diversify Wealth Management first reported a position in DFSD in Q2 2024 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Diversify Wealth Management held 123,538 shares of Dimensional Short-Duration Fixed Income ETF worth $5.84M as of Q2 2026.
  • Diversify Wealth Management bought 9,438 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $452K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.1% of Diversify Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Diversify Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.