FG
DFSD

Foster Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Foster Group’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
2025
Q1 		– Sell
-4,811
Closed -$226K – 229
2024
Q4 		$226K Sell
4,811
-27,902
-85% -$1.32M 0.01% 179
2024
Q3 		$1.56M Hold
32,713
– – 0.06% 71
2024
Q2 		$1.54M Sell
32,713
-105
-0.3% -$4.93K 0.06% 74
2024
Q1 		$1.54M Buy
32,818
+55
+0.2% +$2.58K 0.08% 68
2023
Q4 		$1.52M Hold
32,763
– – 0.09% 57
2023
Q3 		$1.52M Hold
32,763
– – 0.09% 57
2023
Q2 		$1.52M Hold
32,763
– – 0.09% 58
2023
Q1 		$1.53M Sell
32,763
-6,147
-16% -$286K 0.1% 54
2022
Q4 		$1.79M Buy
+38,910
New +$1.79M 0.13% 43

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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 $987M AUM 12.22% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster Group's DFSD Position: Q1 2025 in Review

Foster Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2025, closing a stake of 4,811 shares — an estimated $226K sold.

Foster Group first reported a position in DFSD in Q4 2022 and held it in 9 quarters. The position peaked at $1.79M in Q4 2022. 339 funds tracked by Wall St. Rank hold DFSD as of Q1 2025.

  • Foster Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Foster Group sold 4,811 Dimensional Short-Duration Fixed Income ETF shares in Q1 2025, an estimated $226K.
  • Foster Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and held it in 9 quarters.
  • Foster Group's Dimensional Short-Duration Fixed Income ETF position peaked at $1.79M in Q4 2022.
  • 339 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2025.

Based on Foster Group's 13F filing for Q1 2025, filed 11 Apr 2025.