Focus Partners Wealth
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$177M Buy
3,683,265
+52,835
+1% +$2.54M 0.38% 51
2025
Q1 		$173M Buy
3,630,430
+290,599
+9% +$13.8M 0.43% 47
2024
Q4 		$157M Buy
3,339,831
+649,012
+24% +$30.4M 0.41% 48
2024
Q3 		$128M Buy
+2,690,819
New +$128M 0.41% 51