Envestnet Asset Management
DFSD

Envestnet Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Envestnet Asset 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 		$128M Buy
2,683,166
+264,195
+11% +$12.6M 0.03% 481
2026
Q1 		$116M Buy
2,418,971
+155,010
+7% +$7.46M 0.03% 485
2025
Q4 		$109M Buy
2,263,961
+215,671
+11% +$10.4M 0.03% 484
2025
Q3 		$98.7M Buy
2,048,290
+109,907
+6% +$5.29M 0.03% 511
2025
Q2 		$93.1M Buy
1,938,383
+461,170
+31% +$22M 0.03% 512
2025
Q1 		$70.2M Buy
1,477,213
+73,269
+5% +$3.46M 0.02% 585
2024
Q4 		$65.8M Buy
1,403,944
+80,691
+6% +$3.82M 0.02% 597
2024
Q3 		$63.2M Buy
1,323,253
+69,204
+6% +$3.28M 0.02% 620
2024
Q2 		$58.9M Buy
1,254,049
+195,917
+19% +$9.2M 0.02% 609
2024
Q1 		$49.8M Buy
1,058,132
+338,816
+47% +$15.9M 0.02% 671
2023
Q4 		$33.8M Buy
719,316
+29,942
+4% +$1.39M 0.01% 777
2023
Q3 		$32M Buy
689,374
+271,845
+65% +$12.6M 0.01% 752
2023
Q2 		$19.4M Sell
417,529
-63,621
-13% -$2.96M 0.01% 940
2023
Q1 		$22.5M Buy
481,150
+40,171
+9% +$1.87M 0.01% 822
2022
Q4 		$20.3M Buy
440,979
+2,681
+0.6% +$123K 0.01% 845
2022
Q3 		$20.2M Sell
438,298
-9,382
-2% -$439K 0.01% 774
2022
Q2 		$21M Buy
+447,680
New +$21.1M 0.01% 770

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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Envestnet Asset Management's DFSD Position: Q2 2026 in Review

Envestnet Asset Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 11% in Q2 2026, buying an estimated $12.6M and bringing the position to 2,683,166 shares worth $128M. The position accounts for 0.03% of the portfolio, ranked #481.

Envestnet Asset Management first reported a position in DFSD in Q2 2022 and has held it in 17 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Envestnet Asset Management held 2,683,166 shares of Dimensional Short-Duration Fixed Income ETF worth $128M as of Q2 2026.
  • Envestnet Asset Management bought 264,195 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $12.6M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #481 holding.
  • Envestnet Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.