GWA
DFSD

Geometric Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Geometric Wealth 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 		$1.28M Buy
26,865
+607
+2% +$29.1K 0.14% 26
2026
Q1 		$1.26M Buy
26,258
+681
+3% +$32.8K 0.16% 23
2025
Q4 		$1.23M Sell
25,577
-166
-0.6% -$8K 0.16% 22
2025
Q3 		$1.24M Buy
25,743
+5,868
+30% +$282K 0.17% 21
2025
Q2 		$954K Buy
19,875
+8,564
+76% +$408K 0.14% 27
2025
Q1 		$537K Sell
11,311
-1,758
-13% -$83K 0.09% 40
2024
Q4 		$613K Buy
13,069
+2,093
+19% +$99K 0.11% 36
2024
Q3 		$524K Sell
10,976
-1,542
-12% -$73.2K 0.1% 36
2024
Q2 		$588K Buy
12,518
+1,645
+15% +$77.2K 0.12% 32
2024
Q1 		$511K Buy
10,873
+2,241
+26% +$105K 0.12% 22
2023
Q4 		$406K Buy
+8,632
New +$402K 0.11% 25
2023
Q3 		– Sell
-4,913
Closed -$228K – 37
2023
Q2 		$228K Buy
4,913
+40
+0.8% +$1.86K 0.07% 35
2023
Q1 		$227K Sell
4,873
-1,837
-27% -$85.3K 0.08% 34
2022
Q4 		$309K Buy
6,710
+199
+3% +$9.14K 0.13% 23
2022
Q3 		$300K Buy
6,511
+1,440
+28% +$67.4K 0.14% 19
2022
Q2 		$238K Buy
+5,071
New +$240K 0.12% 29

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

Geometric Wealth Advisors's DFSD Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.3% in Q2 2026, buying an estimated $29.1K and bringing the position to 26,865 shares worth $1.28M. The position accounts for 0.14% of the portfolio, ranked #26.

Geometric Wealth Advisors first reported a position in DFSD in Q2 2022 and has held it in 16 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Geometric Wealth Advisors held 26,865 shares of Dimensional Short-Duration Fixed Income ETF worth $1.28M as of Q2 2026.
  • Geometric Wealth Advisors bought 607 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $29.1K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.14% of Geometric Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Geometric Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 16 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.