Francis Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Francis Financial’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	-7,801	Closed	-$366K	–	94
2024 Q4	$366K	Buy	+7,801	New	+$369K	0.09%	67
2023 Q2	–	Sell	-23,094	Closed	-$1.08M	–	45
2023 Q1	$1.08M	Buy	23,094 +4,096	+22%	+$190K	0.73%	16
2022 Q4	$876K	Buy	18,998 +13,929	+275%	+$640K	0.81%	12
2022 Q3	$233K	Buy	5,069 +732	+17%	+$34.3K	0.24%	31
2022 Q2	$204K	Buy	+4,337	New	+$205K	0.18%	38

Other funds holding DFSD

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

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Francis Financial's DFSD Position: Q1 2025 in Review

Francis Financial sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2025, closing a stake of 7,801 shares — an estimated $366K sold.

Francis Financial first reported a position in DFSD in Q2 2022 and held it in 5 quarters. The position peaked at $1.08M in Q1 2023. 339 funds tracked by Wall St. Rank hold DFSD as of Q1 2025.

Francis Financial reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
Francis Financial sold 7,801 Dimensional Short-Duration Fixed Income ETF shares in Q1 2025, an estimated $366K.
Francis Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and held it in 5 quarters.
Francis Financial's Dimensional Short-Duration Fixed Income ETF position peaked at $1.08M in Q1 2023.
339 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2025.

Based on Francis Financial's 13F filing for Q1 2025, filed 13 May 2025.