EFG
DFSD

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

Everest 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
Q2 		$408K Sell
8,541
-1,354
-14% -$64.8K 0.06% 152
2026
Q1 		$474K Buy
+9,895
New +$476K 0.08% 136

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

Everest Financial Group's DFSD Position: Q2 2026 in Review

Everest Financial Group reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 14% in Q2 2026, selling an estimated $64.8K and leaving 8,541 shares worth $408K. The position accounts for 0.06% of the portfolio, ranked #152.

Everest Financial Group first reported a position in DFSD in Q1 2026 and has held it in 2 quarters since. The position peaked at $474K in Q1 2026. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Everest Financial Group held 8,541 shares of Dimensional Short-Duration Fixed Income ETF worth $408K as of Q2 2026.
  • Everest Financial Group sold 1,354 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $64.8K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.06% of Everest Financial Group's portfolio in Q2 2026, its #152 holding.
  • Everest Financial Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Everest Financial Group's Dimensional Short-Duration Fixed Income ETF position peaked at $474K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.