FWI
DFSD

Facet Wealth Inc’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Facet Wealth Inc’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 		$436K Sell
9,136
-846
-8% -$40.5K 0.01% 238
2026
Q1 		$478K Buy
+9,982
New +$480K 0.01% 181

Other funds holding DFSD

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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

Facet Wealth Inc's DFSD Position: Q2 2026 in Review

Facet Wealth Inc reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.5% in Q2 2026, selling an estimated $40.5K and leaving 9,136 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #238.

Facet Wealth Inc first reported a position in DFSD in Q1 2026 and has held it in 2 quarters since. The position peaked at $478K in Q1 2026. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Facet Wealth Inc held 9,136 shares of Dimensional Short-Duration Fixed Income ETF worth $436K as of Q2 2026.
  • Facet Wealth Inc sold 846 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $40.5K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #238 holding.
  • Facet Wealth Inc first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Facet Wealth Inc's Dimensional Short-Duration Fixed Income ETF position peaked at $478K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.