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
Q2 		$346M Buy
7,253,853
+1,131,748
+18% +$54.2M 0.35% 55
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

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Focus Partners Wealth's DFSD Position: Q2 2026 in Review

Focus Partners Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 18% in Q2 2026, buying an estimated $54.2M and bringing the position to 7,253,853 shares worth $346M. The position accounts for 0.35% of the portfolio, ranked #55.

Focus Partners Wealth first reported a position in DFSD in Q3 2024 and has held it in 8 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Focus Partners Wealth held 7,253,853 shares of Dimensional Short-Duration Fixed Income ETF worth $346M as of Q2 2026.
  • Focus Partners Wealth bought 1,131,748 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $54.2M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.35% of Focus Partners Wealth's portfolio in Q2 2026, its #55 holding.
  • Focus Partners Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.