GWM
DFSD

Geneos Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Geneos Wealth Management’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 		$1.13M Buy
23,588
+5,009
+27% +$240K 0.02% 513
2026
Q1 		$890K Buy
18,579
+752
+4% +$36.2K 0.02% 536
2025
Q4 		$855K Buy
17,827
+953
+6% +$45.9K 0.02% 540
2025
Q3 		$813K Sell
16,874
-1,202
-7% -$57.8K 0.02% 541
2025
Q2 		$868K Buy
18,076
+5,210
+40% +$248K 0.02% 569
2025
Q1 		$611K Buy
12,866
+4,877
+61% +$230K 0.02% 566
2024
Q4 		$375K Buy
7,989
+618
+8% +$29.2K 0.01% 652
2024
Q3 		$352K Buy
7,371
+7,076
+2,399% +$336K 0.01% 630
2024
Q2 		$13.9K Buy
+295
New +$13.8K ﹤0.01% 1455

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 22.9% 1-Year Est. Return

Geneos Wealth Management's DFSD Position: Q2 2026 in Review

Geneos Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 27% in Q2 2026, buying an estimated $240K and bringing the position to 23,588 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #513.

Geneos Wealth Management first reported a position in DFSD in Q2 2024 and has held it in 9 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Geneos Wealth Management held 23,588 shares of Dimensional Short-Duration Fixed Income ETF worth $1.13M as of Q2 2026.
  • Geneos Wealth Management bought 5,009 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $240K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #513 holding.
  • Geneos Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.