FWM
DFSD

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

FMB Wealth 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
2026
Q1 		$7.63M Buy
159,372
+10,098
+7% +$486K 3.16% 9
2025
Q4 		$7.16M Buy
149,274
+35,296
+31% +$1.7M 2.82% 9
2025
Q3 		$5.49M Buy
113,978
+10,972
+11% +$528K 2.33% 11
2025
Q2 		$4.95M Buy
103,006
+4,980
+5% +$237K 2.35% 11
2025
Q1 		$4.66M Buy
98,026
+25,468
+35% +$1.2M 2.58% 10
2024
Q4 		$3.4M Buy
72,558
+24,227
+50% +$1.15M 1.92% 16
2024
Q3 		$2.31M Sell
48,331
-1,239
-2% -$58.8K 1.3% 21
2024
Q2 		$2.33M Buy
49,570
+7,947
+19% +$373K 1.77% 15
2024
Q1 		$1.96M Buy
41,623
+18,562
+80% +$872K 1.56% 18
2023
Q4 		$1.08M Buy
23,061
+2,625
+13% +$122K 0.99% 22
2023
Q3 		$948K Buy
20,436
+2,544
+14% +$118K 1.02% 20
2023
Q2 		$829K Buy
17,892
+14
+0.1% +$652 0.88% 22
2023
Q1 		$834K Buy
17,878
+4,109
+30% +$191K 1% 22
2022
Q4 		$635K Buy
+13,769
New +$632K 0.82% 24

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

FMB Wealth Management's DFSD Position: Q1 2026 in Review

FMB Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6.8% in Q1 2026, buying an estimated $486K and bringing the position to 159,372 shares worth $7.63M. The position accounts for 3.16% of the portfolio, ranked #9.

FMB Wealth Management first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • FMB Wealth Management held 159,372 shares of Dimensional Short-Duration Fixed Income ETF worth $7.63M as of Q1 2026.
  • FMB Wealth Management bought 10,098 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $486K.
  • Dimensional Short-Duration Fixed Income ETF made up 3.16% of FMB Wealth Management's portfolio in Q1 2026, its #9 holding.
  • FMB Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.