FWP
DFSD

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

Family Wealth Partners’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 		$10.4M Buy
217,274
+8,883
+4% +$425K 3.18% 12
2026
Q1 		$9.98M Buy
208,391
+26,438
+15% +$1.27M 3.41% 11
2025
Q4 		$8.72M Buy
181,953
+10,817
+6% +$521K 3.14% 12
2025
Q3 		$8.25M Buy
171,136
+8,962
+6% +$431K 3.09% 12
2025
Q2 		$7.79M Buy
162,174
+9,208
+6% +$438K 3.12% 12
2025
Q1 		$7.27M Buy
152,966
+11,562
+8% +$546K 3.32% 11
2024
Q4 		$6.63M Buy
141,404
+24,179
+21% +$1.14M 3.15% 12
2024
Q3 		$5.6M Sell
117,225
-1,151
-1% -$54.6K 2.86% 14
2024
Q2 		$5.56M Buy
118,376
+14,988
+14% +$704K 2.89% 14
2024
Q1 		$4.86M Buy
103,388
+40,767
+65% +$1.92M 2.76% 14
2023
Q4 		$2.94M Buy
+62,621
New +$2.92M 2.27% 17

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

Family Wealth Partners's DFSD Position: Q2 2026 in Review

Family Wealth Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.3% in Q2 2026, buying an estimated $425K and bringing the position to 217,274 shares worth $10.4M. The position accounts for 3.18% of the portfolio, ranked #12.

Family Wealth Partners first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Family Wealth Partners held 217,274 shares of Dimensional Short-Duration Fixed Income ETF worth $10.4M as of Q2 2026.
  • Family Wealth Partners bought 8,883 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $425K.
  • Dimensional Short-Duration Fixed Income ETF made up 3.18% of Family Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Family Wealth Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.