FM
DFSD

Family Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Family Management’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
2025
Q4 		– Sell
-1
Closed -$48 – 295
2025
Q3 		$48 Buy
+1
New +$48 ﹤0.01% 263

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Family Management's DFSD Position: Q4 2025 in Review

Family Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2025, closing a stake of 1 share — an estimated $48 sold.

Family Management first reported a position in DFSD in Q3 2025 and held it in 1 quarter. The position peaked at $48 in Q3 2025. 411 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

  • Family Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Family Management sold 1 Dimensional Short-Duration Fixed Income ETF share in Q4 2025, an estimated $48.
  • Family Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and held it in 1 quarter.
  • Family Management's Dimensional Short-Duration Fixed Income ETF position peaked at $48 in Q3 2025.
  • 411 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on Family Management's 13F filing for Q4 2025, filed 17 Feb 2026.