EWA
DFSD

EP Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

EP Wealth Advisors’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 		$337K Buy
7,056
+1,159
+20% +$55.5K ﹤0.01% 1217
2026
Q1 		$282K Buy
5,897
+3
+0.1% +$144 ﹤0.01% 1204
2025
Q4 		$283K Buy
+5,894
New +$284K ﹤0.01% 1173
2024
Q1 		– Sell
-4,107
Closed -$193K – 844
2023
Q4 		$193K Buy
+4,107
New +$191K ﹤0.01% 725

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

EP Wealth Advisors's DFSD Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 20% in Q2 2026, buying an estimated $55.5K and bringing the position to 7,056 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

EP Wealth Advisors first reported a position in DFSD in Q4 2023 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • EP Wealth Advisors held 7,056 shares of Dimensional Short-Duration Fixed Income ETF worth $337K as of Q2 2026.
  • EP Wealth Advisors bought 1,159 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $55.5K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1217 holding.
  • EP Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.