DWM
DFSD

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

Dopkins 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 		$2.42M Buy
50,745
+2,170
+4% +$104K 0.88% 29
2026
Q1 		$2.33M Buy
48,575
+1,158
+2% +$55.7K 0.93% 27
2025
Q4 		$2.27M Buy
47,417
+2,135
+5% +$103K 0.93% 26
2025
Q3 		$2.18M Buy
45,282
+657
+1% +$31.6K 0.92% 27
2025
Q2 		$2.14M Buy
44,625
+4,187
+10% +$199K 0.96% 25
2025
Q1 		$1.92M Buy
40,438
+5,441
+16% +$257K 0.98% 26
2024
Q4 		$1.64M Buy
+34,997
New +$1.66M 0.84% 26
2024
Q3 		– Sell
-28,484
Closed -$1.34M – 75
2024
Q2 		$1.34M Buy
28,484
+16,768
+143% +$787K 0.81% 19
2024
Q1 		$551K Buy
+11,716
New +$551K 0.33% 42

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

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

Dopkins Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.5% in Q2 2026, buying an estimated $104K and bringing the position to 50,745 shares worth $2.42M. The position accounts for 0.88% of the portfolio, ranked #29.

Dopkins Wealth Management first reported a position in DFSD in Q1 2024 and has held it in 9 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Dopkins Wealth Management held 50,745 shares of Dimensional Short-Duration Fixed Income ETF worth $2.42M as of Q2 2026.
  • Dopkins Wealth Management bought 2,170 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $104K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.88% of Dopkins Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Dopkins Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.