Focus Partners Wealth
DFSD

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

Focus Partners Wealth’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 		$293M Buy
6,122,105
+676,361
+12% +$32.5M 0.33% 71
2025
Q4 		$261M Buy
5,445,744
+759,852
+16% +$36.6M 0.3% 68
2025
Q3 		$226M Buy
4,685,892
+1,002,627
+27% +$48.3M 0.36% 59
2025
Q2 		$177M Buy
3,683,265
+52,835
+1% +$2.52M 0.38% 51
2025
Q1 		$173M Buy
3,630,430
+290,599
+9% +$13.7M 0.43% 47
2024
Q4 		$157M Buy
3,339,831
+649,012
+24% +$30.7M 0.41% 48
2024
Q3 		$128M Buy
+2,690,819
New +$128M 0.41% 51

Other funds holding DFSD

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