FS
DFSD

Financial Symmetry’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Financial Symmetry’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 		$903K Sell
18,921
-1,995
-10% -$95.5K 0.3% 27
2026
Q1 		$1M Buy
20,916
+7,716
+58% +$371K 0.36% 24
2025
Q4 		$633K Sell
13,200
-113
-0.8% -$5.45K 0.26% 33
2025
Q3 		$642K Sell
13,313
-609
-4% -$29.3K 0.29% 27
2025
Q2 		$668K Buy
13,922
+411
+3% +$19.6K 0.35% 23
2025
Q1 		$642K Buy
13,511
+1,319
+11% +$62.3K 0.39% 21
2024
Q4 		$572K Buy
12,192
+4,777
+64% +$226K 0.39% 25
2024
Q3 		$354K Buy
7,415
+71
+1% +$3.37K 0.25% 31
2024
Q2 		$345K Buy
7,344
+921
+14% +$43.2K 0.27% 29
2024
Q1 		$302K Buy
+6,423
New +$302K 0.26% 30

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

Financial Symmetry's DFSD Position: Q2 2026 in Review

Financial Symmetry reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 9.5% in Q2 2026, selling an estimated $95.5K and leaving 18,921 shares worth $903K. The position accounts for 0.3% of the portfolio, ranked #27.

Financial Symmetry first reported a position in DFSD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1M in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Financial Symmetry held 18,921 shares of Dimensional Short-Duration Fixed Income ETF worth $903K as of Q2 2026.
  • Financial Symmetry sold 1,995 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $95.5K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.3% of Financial Symmetry's portfolio in Q2 2026, its #27 holding.
  • Financial Symmetry first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Financial Symmetry's Dimensional Short-Duration Fixed Income ETF position peaked at $1M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.