EWP
DFSD

E-Wealth Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

E-Wealth Partners’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 		$1.42M Buy
29,799
+3,165
+12% +$152K 1.03% 19
2026
Q1 		$1.28M Buy
26,634
+1,289
+5% +$62K 1.03% 18
2025
Q4 		$1.22M Buy
+25,345
New +$1.22M 1.02% 18

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

E-Wealth Partners's DFSD Position: Q2 2026 in Review

E-Wealth Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 12% in Q2 2026, buying an estimated $152K and bringing the position to 29,799 shares worth $1.42M. The position accounts for 1.03% of the portfolio, ranked #19.

E-Wealth Partners first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • E-Wealth Partners held 29,799 shares of Dimensional Short-Duration Fixed Income ETF worth $1.42M as of Q2 2026.
  • E-Wealth Partners bought 3,165 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $152K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.03% of E-Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • E-Wealth Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.