FF
DFSD

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

Friday 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
2026
Q2 		$13.1M Buy
274,581
+54,710
+25% +$2.62M 3.51% 8
2026
Q1 		$10.5M Buy
219,871
+19,893
+10% +$957K 3.63% 7
2025
Q4 		$9.59M Buy
199,978
+36,746
+23% +$1.77M 3.38% 7
2025
Q3 		$7.87M Buy
163,232
+17,019
+12% +$819K 3.29% 9
2025
Q2 		$7.02M Buy
146,213
+11,052
+8% +$526K 3.57% 7
2025
Q1 		$6.43M Buy
135,161
+20,903
+18% +$987K 3.85% 7
2024
Q4 		$5.36M Buy
+114,258
New +$5.41M 3.69% 8

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

Friday Financial's DFSD Position: Q2 2026 in Review

Friday Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 25% in Q2 2026, buying an estimated $2.62M and bringing the position to 274,581 shares worth $13.1M. The position accounts for 3.51% of the portfolio, ranked #8.

Friday Financial first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Friday Financial held 274,581 shares of Dimensional Short-Duration Fixed Income ETF worth $13.1M as of Q2 2026.
  • Friday Financial bought 54,710 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $2.62M.
  • Dimensional Short-Duration Fixed Income ETF made up 3.51% of Friday Financial's portfolio in Q2 2026, its #8 holding.
  • Friday Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.