EFG
DFSD

Ethos Financial Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Ethos Financial Group’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
Q1 		– Sell
-14,425
Closed -$692K – 549
2025
Q4 		$692K Sell
14,425
-634
-4% -$30.6K 0.05% 249
2025
Q3 		$726K Sell
15,059
-639
-4% -$30.8K 0.06% 220
2025
Q2 		$754K Sell
15,698
-4,550
-22% -$217K 0.06% 208
2025
Q1 		$949K Hold
20,248
– – 0.09% 160
2024
Q4 		$949K Sell
20,248
-206
-1% -$9.75K 0.12% 107
2024
Q3 		$976K Buy
20,454
+1,128
+6% +$53.5K 0.16% 80
2024
Q2 		$908K Buy
+19,326
New +$907K 0.16% 84

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Ethos Financial Group's DFSD Position: Q1 2026 in Review

Ethos Financial Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2026, closing a stake of 14,425 shares — an estimated $692K sold.

Ethos Financial Group first reported a position in DFSD in Q2 2024 and held it in 7 quarters. The position peaked at $976K in Q3 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Ethos Financial Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Ethos Financial Group sold 14,425 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $692K.
  • Ethos Financial Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and held it in 7 quarters.
  • Ethos Financial Group's Dimensional Short-Duration Fixed Income ETF position peaked at $976K in Q3 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.