Envestnet Portfolio Solutions
DFSD

Envestnet Portfolio Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Envestnet Portfolio 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 		$5.43M Buy
113,761
+8,810
+8% +$422K 0.03% 317
2026
Q1 		$5.03M Sell
104,951
-1,227
-1% -$59K 0.03% 293
2025
Q4 		$5.09M Sell
106,178
-1,876
-2% -$90.4K 0.02% 357
2025
Q3 		$5.21M Sell
108,054
-6,952
-6% -$335K 0.02% 347
2025
Q2 		$5.52M Buy
115,006
+34,892
+44% +$1.66M 0.02% 340
2025
Q1 		$3.81M Buy
80,114
+872
+1% +$41.2K 0.01% 433
2024
Q4 		$3.71M Sell
79,242
-1,229
-2% -$58.1K 0.01% 472
2024
Q3 		$3.84M Buy
80,471
+915
+1% +$43.4K 0.01% 461
2024
Q2 		$3.74M Buy
79,556
+32,105
+68% +$1.51M 0.01% 451
2024
Q1 		$2.23M Sell
47,451
-32
-0.1% -$1.5K 0.01% 602
2023
Q4 		$2.23M Buy
47,483
+524
+1% +$24.4K 0.01% 564
2023
Q3 		$2.18M Buy
+46,959
New +$2.18M 0.01% 523

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 $7.88B AUM 10.78% 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 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions's DFSD Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.4% in Q2 2026, buying an estimated $422K and bringing the position to 113,761 shares worth $5.43M. The position accounts for 0.03% of the portfolio, ranked #317.

Envestnet Portfolio Solutions first reported a position in DFSD in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.52M in Q2 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Envestnet Portfolio Solutions held 113,761 shares of Dimensional Short-Duration Fixed Income ETF worth $5.43M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 8,810 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $422K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #317 holding.
  • Envestnet Portfolio Solutions first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Dimensional Short-Duration Fixed Income ETF position peaked at $5.52M in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.