DAS
DFSD

Dynamic Advisor Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Dynamic Advisor Solutions’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 		$8.32M Buy
174,168
+726
+0.4% +$34.8K 0.24% 94
2026
Q1 		$8.3M Buy
173,442
+3,773
+2% +$182K 0.26% 86
2025
Q4 		$8.14M Sell
169,669
-84,288
-33% -$4.06M 0.26% 86
2025
Q3 		$12.2M Buy
253,957
+5,777
+2% +$278K 0.36% 67
2025
Q2 		$11.9M Buy
248,180
+8,984
+4% +$428K 0.37% 63
2025
Q1 		$11.4M Buy
239,196
+3,192
+1% +$151K 0.37% 67
2024
Q4 		$11.1M Buy
236,004
+5,081
+2% +$240K 0.48% 47
2024
Q3 		$11M Buy
230,923
+11,692
+5% +$555K 0.33% 68
2024
Q2 		$10.3M Buy
219,231
+30,788
+16% +$1.45M 0.32% 71
2024
Q1 		$8.86M Buy
188,443
+11,684
+7% +$549K 0.3% 84
2023
Q4 		$8.27M Buy
176,759
+32,908
+23% +$1.53M 0.31% 86
2023
Q3 		$6.67M Buy
143,851
+70,974
+97% +$3.3M 0.32% 84
2023
Q2 		$3.38M Buy
72,877
+20,318
+39% +$946K 0.18% 157
2023
Q1 		$2.45M Buy
52,559
+35,976
+217% +$1.67M 0.14% 183
2022
Q4 		$764K Buy
+16,583
New +$762K 0.05% 332

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Dynamic Advisor Solutions's DFSD Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.42% in Q2 2026, buying an estimated $34.8K and bringing the position to 174,168 shares worth $8.32M. The position accounts for 0.24% of the portfolio, ranked #94.

Dynamic Advisor Solutions first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.2M in Q3 2025. 100 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Dynamic Advisor Solutions held 174,168 shares of Dimensional Short-Duration Fixed Income ETF worth $8.32M as of Q2 2026.
  • Dynamic Advisor Solutions bought 726 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $34.8K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.24% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #94 holding.
  • Dynamic Advisor Solutions first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Dynamic Advisor Solutions's Dimensional Short-Duration Fixed Income ETF position peaked at $12.2M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.