EWA
DFSD

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

EverSource 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 		$3.01M Sell
63,021
-58,194
-48% -$2.79M 0.1% 169
2026
Q1 		$5.8M Sell
121,215
-51,742
-30% -$2.49M 0.18% 107
2025
Q4 		$8.29M Sell
172,957
-21,414
-11% -$1.03M 0.31% 74
2025
Q3 		$9.37M Buy
194,371
+39,105
+25% +$1.88M 0.37% 63
2025
Q2 		$7.45M Buy
155,266
+121,812
+364% +$5.8M 0.34% 72
2025
Q1 		$1.59M Buy
33,454
+5,798
+21% +$274K 0.09% 183
2024
Q4 		$1.3M Buy
27,656
+825
+3% +$39K 0.07% 207
2024
Q3 		$1.28M Buy
26,831
+2,243
+9% +$106K 0.08% 185
2024
Q2 		$1.16M Sell
24,588
-864
-3% -$40.6K 0.08% 195
2024
Q1 		$1.19M Sell
25,452
-12,981
-34% -$610K 0.09% 161
2023
Q4 		$1.81M Buy
38,433
+2,609
+7% +$122K 0.17% 115
2023
Q3 		$1.66M Buy
35,824
+6,479
+22% +$301K 0.18% 119
2023
Q2 		$1.36M Buy
29,345
+13,774
+88% +$642K 0.15% 130
2023
Q1 		$727K Buy
15,571
+1,715
+12% +$79.7K 0.09% 171
2022
Q4 		$639K Buy
13,856
+787
+6% +$36.1K 0.1% 167
2022
Q3 		$601K Buy
13,069
+5,655
+76% +$265K 0.14% 146
2022
Q2 		$347K Buy
+7,414
New +$350K 0.09% 195

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

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

EverSource Wealth Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 48% in Q2 2026, selling an estimated $2.79M and leaving 63,021 shares worth $3.01M. The position accounts for 0.1% of the portfolio, ranked #169.

EverSource Wealth Advisors first reported a position in DFSD in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.37M in Q3 2025. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • EverSource Wealth Advisors held 63,021 shares of Dimensional Short-Duration Fixed Income ETF worth $3.01M as of Q2 2026.
  • EverSource Wealth Advisors sold 58,194 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $2.79M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.1% of EverSource Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • EverSource Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $9.37M in Q3 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.