FWMP
DFSD

Foundation Wealth Management (Pennsylvania)’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$2.16M Sell
45,153
-7,590
-14% -$365K 0.76% 29
2025
Q4 		$2.53M Sell
52,743
-4,990
-9% -$240K 0.92% 28
2025
Q3 		$2.78M Sell
57,733
-470
-0.8% -$22.6K 1.08% 27
2025
Q2 		$2.79M Hold
58,203
– – 1.21% 25
2025
Q1 		$2.77M Sell
58,203
-10,428
-15% -$492K 1.32% 25
2024
Q4 		$3.22M Buy
+68,631
New +$3.25M 1.56% 19

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
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

Foundation Wealth Management (Pennsylvania)'s DFSD Position: Q1 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 14% in Q1 2026, selling an estimated $365K and leaving 45,153 shares worth $2.16M. The position accounts for 0.76% of the portfolio, ranked #29.

Foundation Wealth Management (Pennsylvania) first reported a position in DFSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.22M in Q4 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Foundation Wealth Management (Pennsylvania) held 45,153 shares of Dimensional Short-Duration Fixed Income ETF worth $2.16M as of Q1 2026.
  • Foundation Wealth Management (Pennsylvania) sold 7,590 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $365K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.76% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q1 2026, its #29 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s Dimensional Short-Duration Fixed Income ETF position peaked at $3.22M in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q1 2026, filed 22 Apr 2026.