GRP
DFSD

Global Retirement Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Global Retirement Partners’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
2025
Q4 		$64.3K Sell
1,341
-350
-21% -$16.9K ﹤0.01% 2202
2025
Q3 		$81.5K Buy
1,691
+18
+1% +$866 ﹤0.01% 1613
2025
Q2 		$80.3K Buy
+1,673
New +$79.7K ﹤0.01% 1527
2024
Q4 		$77.3K Buy
1,650
+388
+31% +$18.4K ﹤0.01% 1400
2024
Q3 		$60.3K Sell
1,262
-91
-7% -$4.32K ﹤0.01% 1478
2024
Q2 		$63.6K Buy
1,353
+16
+1% +$751 ﹤0.01% 1407
2024
Q1 		$62.9K Buy
+1,337
New +$62.8K ﹤0.01% 1306

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
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
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Global Retirement Partners's DFSD Position: Q4 2025 in Review

Global Retirement Partners reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 21% in Q4 2025, selling an estimated $16.9K and leaving 1,341 shares worth $64.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Global Retirement Partners first reported a position in DFSD in Q1 2024 and has held it in 7 quarters since. The position peaked at $81.5K in Q3 2025. 408 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

  • Global Retirement Partners held 1,341 shares of Dimensional Short-Duration Fixed Income ETF worth $64.3K as of Q4 2025.
  • Global Retirement Partners sold 350 Dimensional Short-Duration Fixed Income ETF shares in Q4 2025, an estimated $16.9K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2202 holding.
  • Global Retirement Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $81.5K in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.