FPAS
DFSD

Focus Partners Advisor Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Focus Partners Advisor Solutions’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 		$245M Buy
5,126,922
+3,980,811
+347% +$192M 2.47% 11
2025
Q4 		$55M Sell
1,146,111
-3,915,870
-77% -$189M 0.67% 26
2025
Q3 		$244M Buy
5,061,981
+1,165,194
+30% +$56.1M 2.77% 8
2025
Q2 		$187M Buy
3,896,787
+413,102
+12% +$19.7M 2.5% 10
2025
Q1 		$166M Buy
3,483,685
+505,317
+17% +$23.9M 2.52% 10
2024
Q4 		$140M Buy
2,978,368
+955,079
+47% +$45.2M 2.36% 10
2024
Q3 		$96.6M Buy
2,023,289
+1,565,945
+342% +$74.3M 2.03% 12
2024
Q2 		$21.5M Buy
457,344
+230,603
+102% +$10.8M 0.56% 28
2024
Q1 		$10.7M Sell
226,741
-326,359
-59% -$15.3M 0.31% 40
2023
Q4 		$26M Buy
553,100
+299,945
+118% +$14M 1.25% 19
2023
Q3 		$11.7M Buy
253,155
+144,282
+133% +$6.71M 0.57% 26
2023
Q2 		$5.05M Buy
108,873
+90,508
+493% +$4.22M 0.28% 43
2023
Q1 		$857K Buy
+18,365
New +$853K 0.06% 140
2022
Q3 		– Sell
-8,202
Closed -$385K – 411
2022
Q2 		$385K Sell
8,202
-1,018
-11% -$48.1K 0.03% 221
2022
Q1 		$441K Buy
+9,220
New +$451K 0.04% 192

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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Focus Partners Advisor Solutions's DFSD Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 347% in Q1 2026, buying an estimated $192M and bringing the position to 5,126,922 shares worth $245M. The position accounts for 2.47% of the portfolio, ranked #11.

Focus Partners Advisor Solutions first reported a position in DFSD in Q1 2022 and has held it in 15 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Focus Partners Advisor Solutions held 5,126,922 shares of Dimensional Short-Duration Fixed Income ETF worth $245M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 3,980,811 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $192M.
  • Dimensional Short-Duration Fixed Income ETF made up 2.47% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #11 holding.
  • Focus Partners Advisor Solutions first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2022 and has held it in 15 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.