GM
DFSD

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

GeoWealth 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 		$813K Buy
16,991
+3,263
+24% +$157K 0.03% 352
2025
Q4 		$658K Buy
13,728
+6,576
+92% +$317K 0.02% 377
2025
Q3 		$345K Buy
7,152
+5,487
+330% +$264K 0.01% 543
2025
Q2 		$79.9K Sell
1,665
-6,345
-79% -$302K ﹤0.01% 859
2025
Q1 		$381K Buy
8,010
+7,167
+850% +$338K 0.02% 490
2024
Q4 		$39.5K Buy
843
+12
+1% +$568 ﹤0.01% 1226
2024
Q3 		$39.7K Buy
831
+787
+1,789% +$37.3K ﹤0.01% 1139
2024
Q2 		$2.06K Buy
44
+43
+4,300% +$2.02K ﹤0.01% 855
2024
Q1 		$34 Buy
+1
New +$47 ﹤0.01% 847

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

GeoWealth Management's DFSD Position: Q1 2026 in Review

GeoWealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 24% in Q1 2026, buying an estimated $157K and bringing the position to 16,991 shares worth $813K. The position accounts for 0.03% of the portfolio, ranked #352.

GeoWealth Management first reported a position in DFSD in Q1 2024 and has held it in 9 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • GeoWealth Management held 16,991 shares of Dimensional Short-Duration Fixed Income ETF worth $813K as of Q1 2026.
  • GeoWealth Management bought 3,263 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $157K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #352 holding.
  • GeoWealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.