Fidelity Investments’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Fidelity Investments’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	$7.73K	Sell	162 -3,023	-95%	-$145K	﹤0.01%	4927
2026 Q1	$152K	Buy	+3,185	New	+$153K	﹤0.01%	3618
2025 Q1	–	Sell	-2	Closed	-$94	–	5375
2024 Q4	$94	Buy	+2	New	+$95	﹤0.01%	5115
2024 Q1	–	Sell	-1	Closed	-$47	–	5434
2023 Q4	$47	Sell	1 -1	-50%	-$47	﹤0.01%	5031
2023 Q3	$93	Buy	+2	New	+$93	﹤0.01%	4865

Other funds holding DFSD

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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments's DFSD Position: Q2 2026 in Review

Fidelity Investments reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 95% in Q2 2026, selling an estimated $145K and leaving 162 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #4927.

Fidelity Investments first reported a position in DFSD in Q3 2023 and has held it in 5 quarters since. The position peaked at $152K in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Fidelity Investments held 162 shares of Dimensional Short-Duration Fixed Income ETF worth $7.73K as of Q2 2026.
Fidelity Investments sold 3,023 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $145K.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4927 holding.
Fidelity Investments first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 5 quarters since.
Fidelity Investments's Dimensional Short-Duration Fixed Income ETF position peaked at $152K in Q1 2026.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.