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
2026
Q2 		$64.9K Buy
+1,360
New +$65.1K ﹤0.01% 2349
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 $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 $7.88B AUM 10.78% 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

Global Retirement Partners's DFSD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 1,360 shares worth $64.9K. The stake represents ﹤0.01% of the portfolio and ranks #2349 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DFSD as recently as Q4 2025.

Global Retirement Partners first reported a position in DFSD in Q1 2024 and has held it in 8 quarters since. The position peaked at $81.5K in Q3 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Global Retirement Partners held 1,360 shares of Dimensional Short-Duration Fixed Income ETF worth $64.9K as of Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF was a new Global Retirement Partners position in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2349 holding.
  • Global Retirement Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 8 quarters since.
  • Global Retirement Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $81.5K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.