GVAG
DFSD

Great Valley Advisor Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Great Valley Advisor Group’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 		$3.45M Buy
72,307
+309
+0.4% +$14.8K 0.05% 290
2026
Q1 		$3.45M Sell
71,998
-27
-0% -$1.3K 0.06% 268
2025
Q4 		$3.45M Sell
72,025
-7,450
-9% -$359K 0.07% 250
2025
Q3 		$3.83M Sell
79,475
-113
-0.1% -$5.44K 0.08% 218
2025
Q2 		$3.82M Buy
79,588
+39,348
+98% +$1.87M 0.08% 206
2025
Q1 		$1.91M Buy
40,240
+686
+2% +$32.4K 0.04% 319
2024
Q4 		$1.85M Buy
39,554
+7,404
+23% +$350K 0.04% 330
2024
Q3 		$1.53M Buy
32,150
+141
+0.4% +$6.69K 0.04% 350
2024
Q2 		$1.5M Buy
32,009
+23,582
+280% +$1.11M 0.04% 310
2024
Q1 		$396K Hold
8,427
– – 0.01% 543
2023
Q4 		$396K Buy
8,427
+150
+2% +$6.99K 0.01% 513
2023
Q3 		$384K Buy
8,277
+2,800
+51% +$130K 0.02% 496
2023
Q2 		$254K Buy
5,477
+480
+10% +$22.4K 0.01% 600
2023
Q1 		$233K Hold
4,997
– – 0.01% 616
2022
Q4 		$230K Hold
4,997
– – 0.01% 618
2022
Q3 		$230K Buy
4,997
+415
+9% +$19.4K 0.01% 597
2022
Q2 		$215K Buy
+4,582
New +$216K 0.01% 620

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

Great Valley Advisor Group's DFSD Position: Q2 2026 in Review

Great Valley Advisor Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.43% in Q2 2026, buying an estimated $14.8K and bringing the position to 72,307 shares worth $3.45M. The position accounts for 0.05% of the portfolio, ranked #290.

Great Valley Advisor Group first reported a position in DFSD in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.83M in Q3 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Great Valley Advisor Group held 72,307 shares of Dimensional Short-Duration Fixed Income ETF worth $3.45M as of Q2 2026.
  • Great Valley Advisor Group bought 309 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $14.8K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.05% of Great Valley Advisor Group's portfolio in Q2 2026, its #290 holding.
  • Great Valley Advisor Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Great Valley Advisor Group's Dimensional Short-Duration Fixed Income ETF position peaked at $3.83M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.