FWS
DFSD

FinDec Wealth Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

FinDec Wealth Services’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
Q1 		$232K Hold
4,836
– – 0.28% 26
2025
Q4 		$232K Sell
4,836
-267
-5% -$12.9K 0.25% 28
2025
Q3 		$246K Sell
5,103
-2,822
-36% -$136K 0.25% 28
2025
Q2 		$380K Sell
7,925
-7,400
-48% -$352K 0.4% 22
2025
Q1 		$728K Sell
15,325
-157,695
-91% -$7.45M 0.72% 20
2024
Q4 		$8.11M Sell
173,020
-12,794
-7% -$605K 5.63% 6
2024
Q3 		$8.87M Buy
185,814
+12,587
+7% +$597K 5.15% 6
2024
Q2 		$8.14M Buy
173,227
+52,051
+43% +$2.44M 5.14% 6
2024
Q1 		$5.7M Sell
121,176
-3,362
-3% -$158K 3.58% 13
2023
Q4 		$5.85M Buy
124,538
+3,135
+3% +$146K 3.91% 11
2023
Q3 		$5.63M Buy
121,403
+609
+0.5% +$28.3K 4.07% 8
2023
Q2 		$5.6M Buy
120,794
+9,196
+8% +$428K 3.92% 9
2023
Q1 		$5.21M Buy
111,598
+12,713
+13% +$591K 3.94% 9
2022
Q4 		$4.56M Buy
+98,885
New +$4.54M 3.77% 10

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

FinDec Wealth Services's DFSD Position: Q1 2026 in Review

FinDec Wealth Services held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q1 2026 at 4,836 shares worth $232K. The position accounts for 0.28% of the portfolio, ranked #26.

FinDec Wealth Services first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.87M in Q3 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • FinDec Wealth Services held 4,836 shares of Dimensional Short-Duration Fixed Income ETF worth $232K as of Q1 2026.
  • FinDec Wealth Services left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.28% of FinDec Wealth Services's portfolio in Q1 2026, its #26 holding.
  • FinDec Wealth Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • FinDec Wealth Services's Dimensional Short-Duration Fixed Income ETF position peaked at $8.87M in Q3 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.