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
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 Sell
18,076
-6,443
-26% -$307K 0.02% 569
2025
Q1 		$1.24M Buy
24,519
+16,530
+207% +$780K 0.02% 609
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 $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

Geneos Wealth Management's DFSD Position: Q1 2026 in Review

Geneos Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.2% in Q1 2026, buying an estimated $36.2K and bringing the position to 18,579 shares worth $890K. The position accounts for 0.02% of the portfolio, ranked #536.

Geneos Wealth Management first reported a position in DFSD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q1 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Geneos Wealth Management held 18,579 shares of Dimensional Short-Duration Fixed Income ETF worth $890K as of Q1 2026.
  • Geneos Wealth Management bought 752 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $36.2K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #536 holding.
  • Geneos Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
  • Geneos Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.24M in Q1 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.