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
Q2 		$1.13M Buy
23,760
+305
+1% +$14.6K 0.65% 27
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 $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

Elevate Wealth Advisory's DFSD Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.3% in Q2 2026, buying an estimated $14.6K and bringing the position to 23,760 shares worth $1.13M. The position accounts for 0.65% of the portfolio, ranked #27.

Elevate Wealth Advisory first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Elevate Wealth Advisory held 23,760 shares of Dimensional Short-Duration Fixed Income ETF worth $1.13M as of Q2 2026.
  • Elevate Wealth Advisory bought 305 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $14.6K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.65% of Elevate Wealth Advisory's portfolio in Q2 2026, its #27 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.