EWA
DFSD

Elevate Wealth Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Elevate Wealth Advisory’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
Q1 		$1.12M Buy
23,455
+7,059
+43% +$340K 0.71% 26
2025
Q4 		$786K Buy
16,396
+1,529
+10% +$73.7K 0.54% 33
2025
Q3 		$716K Hold
14,867
– – 0.52% 32
2025
Q2 		$714K Sell
14,867
-456
-3% -$21.7K 0.51% 36
2025
Q1 		$728K Sell
15,323
-3,370
-18% -$159K 0.52% 37
2024
Q4 		$876K Hold
18,693
– – 0.66% 30
2024
Q3 		$892K Sell
18,693
-1,951
-9% -$92.6K 0.66% 30
2024
Q2 		$970K Buy
20,644
+1,158
+6% +$54.4K 0.79% 29
2024
Q1 		$917K Sell
19,486
-1,399
-7% -$65.8K 0.8% 29
2023
Q4 		$982K Buy
+20,885
New +$973K 0.9% 29

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Elevate Wealth Advisory's DFSD Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 43% in Q1 2026, buying an estimated $340K and bringing the position to 23,455 shares worth $1.12M. The position accounts for 0.71% of the portfolio, ranked #26.

Elevate Wealth Advisory first reported a position in DFSD in Q4 2023 and has held it in 10 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Elevate Wealth Advisory held 23,455 shares of Dimensional Short-Duration Fixed Income ETF worth $1.12M as of Q1 2026.
  • Elevate Wealth Advisory bought 7,059 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $340K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.71% of Elevate Wealth Advisory's portfolio in Q1 2026, its #26 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.