DFS
DFSD

Dixon Fnancial Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Dixon Fnancial 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 		$777K Buy
16,278
+3,649
+29% +$175K 0.31% 25
2026
Q1 		$605K Buy
12,629
+112
+0.9% +$5.39K 0.27% 25
2025
Q4 		$600K Buy
12,517
+2,170
+21% +$105K 0.27% 22
2025
Q3 		$499K Buy
10,347
+659
+7% +$31.7K 0.23% 23
2025
Q2 		$465K Sell
9,688
-273
-3% -$13K 0.23% 22
2025
Q1 		$473K Buy
9,961
+365
+4% +$17.2K 0.26% 21
2024
Q4 		$450K Buy
9,596
+1,170
+14% +$55.4K 0.24% 21
2024
Q3 		$402K Buy
8,426
+1,278
+18% +$60.7K 0.21% 23
2024
Q2 		$336K Buy
7,148
+274
+4% +$12.9K 0.19% 25
2024
Q1 		$323K Buy
6,874
+2,083
+43% +$97.9K 0.18% 26
2023
Q4 		$225K Buy
+4,791
New +$223K 0.14% 26

Other funds holding DFSD

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Dixon Fnancial Services's DFSD Position: Q2 2026 in Review

Dixon Fnancial Services increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 29% in Q2 2026, buying an estimated $175K and bringing the position to 16,278 shares worth $777K. The position accounts for 0.31% of the portfolio, ranked #25.

Dixon Fnancial Services first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. 310 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Dixon Fnancial Services held 16,278 shares of Dimensional Short-Duration Fixed Income ETF worth $777K as of Q2 2026.
  • Dixon Fnancial Services bought 3,649 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $175K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.31% of Dixon Fnancial Services's portfolio in Q2 2026, its #25 holding.
  • Dixon Fnancial Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 310 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.