HI
DFSD

Harbour Investments’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Harbour Investments’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 		$8.11M Buy
169,474
+45,417
+37% +$2.19M 0.13% 152
2025
Q4 		$5.95M Buy
124,057
+123,354
+17,547% +$5.94M 0.12% 156
2025
Q3 		$33.9K Buy
703
+320
+84% +$15.4K ﹤0.01% 2080
2025
Q2 		$18.4K Hold
383
– – ﹤0.01% 2274
2025
Q1 		$18.2K Hold
383
– – ﹤0.01% 2225
2024
Q4 		$18K Buy
383
+167
+77% +$7.9K ﹤0.01% 2173
2024
Q3 		$10.3K Hold
216
– – ﹤0.01% 2348
2024
Q2 		$10.2K Hold
216
– – ﹤0.01% 2257
2024
Q1 		$10.2K Sell
216
-156
-42% -$7.33K ﹤0.01% 2215
2023
Q4 		$17.5K Sell
372
-69
-16% -$3.21K ﹤0.01% 1929
2023
Q3 		$20.5K Buy
+441
New +$20.5K ﹤0.01% 1737

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