FIA
DFSD

Foundations Investment Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Foundations Investment Advisors’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 		$4.75M Buy
99,552
+8,656
+10% +$414K 0.05% 258
2026
Q1 		$4.35M Sell
90,896
-6,987
-7% -$336K 0.05% 246
2025
Q4 		$4.69M Buy
97,883
+28,507
+41% +$1.37M 0.06% 230
2025
Q3 		$3.34M Buy
69,376
+58,217
+522% +$2.8M 0.05% 253
2025
Q2 		$536K Buy
11,159
+345
+3% +$16.4K 0.01% 557
2025
Q1 		$514K Buy
+10,814
New +$511K 0.01% 572

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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

Foundations Investment Advisors's DFSD Position: Q2 2026 in Review

Foundations Investment Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 9.5% in Q2 2026, buying an estimated $414K and bringing the position to 99,552 shares worth $4.75M. The position accounts for 0.05% of the portfolio, ranked #258.

Foundations Investment Advisors first reported a position in DFSD in Q1 2025 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Foundations Investment Advisors held 99,552 shares of Dimensional Short-Duration Fixed Income ETF worth $4.75M as of Q2 2026.
  • Foundations Investment Advisors bought 8,656 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $414K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #258 holding.
  • Foundations Investment Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.