EP
DFSD

Essential Planning’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Essential Planning’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 		$16.2M Buy
338,620
+75,071
+28% +$3.59M 4.57% 5
2026
Q1 		$12.6M Buy
263,549
+58,361
+28% +$2.81M 4.01% 5
2025
Q4 		$9.84M Buy
205,188
+61,762
+43% +$2.98M 3.14% 7
2025
Q3 		$6.91M Buy
143,426
+33,511
+30% +$1.61M 2.38% 9
2025
Q2 		$5.28M Buy
109,915
+14,791
+16% +$704K 1.96% 12
2025
Q1 		$4.52M Sell
95,124
-4,073,423
-98% -$192M 1.82% 12
2024
Q4 		$197M Buy
4,168,547
+4,101,536
+6,121% +$194M 1.28% 16
2024
Q3 		$3.2M Buy
67,011
+9,058
+16% +$430K 1.31% 17
2024
Q2 		$2.72M Buy
57,953
+4,760
+9% +$223K 1.2% 18
2024
Q1 		$2.5M Hold
53,193
– – 1.25% 16
2023
Q4 		$2.5M Buy
53,193
+10,650
+25% +$496K 1.26% 16
2023
Q3 		$1.97M Sell
42,543
-263
-0.6% -$12.2K 1.09% 16
2023
Q2 		$1.98M Buy
42,806
+2,894
+7% +$135K 1.13% 15
2023
Q1 		$1.86M Buy
+39,912
New +$1.85M 1.13% 15

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

Essential Planning's DFSD Position: Q2 2026 in Review

Essential Planning increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 28% in Q2 2026, buying an estimated $3.59M and bringing the position to 338,620 shares worth $16.2M. The position accounts for 4.57% of the portfolio, ranked #5.

Essential Planning first reported a position in DFSD in Q1 2023 and has held it in 14 quarters since. The position peaked at $197M in Q4 2024. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Essential Planning held 338,620 shares of Dimensional Short-Duration Fixed Income ETF worth $16.2M as of Q2 2026.
  • Essential Planning bought 75,071 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $3.59M.
  • Dimensional Short-Duration Fixed Income ETF made up 4.57% of Essential Planning's portfolio in Q2 2026, its #5 holding.
  • Essential Planning first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Essential Planning's Dimensional Short-Duration Fixed Income ETF position peaked at $197M in Q4 2024.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.