HBW
DFSD

Hazlett, Burt & Watson’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Hazlett, Burt & Watson’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 		– Sell
-316
Closed -$15K – 924
2025
Q4 		$15K Buy
+316
New +$15.2K ﹤0.01% 639
2025
Q1 		– Sell
-71
Closed -$3K – 795
2024
Q4 		$3K Buy
+71
New +$3.36K ﹤0.01% 656

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

Hazlett, Burt & Watson's DFSD Position: Q1 2026 in Review

Hazlett, Burt & Watson sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2026, closing a stake of 316 shares — an estimated $15K sold.

Hazlett, Burt & Watson first reported a position in DFSD in Q4 2024 and held it in 2 quarters. The position peaked at $15K in Q4 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Hazlett, Burt & Watson reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 316 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $15K.
  • Hazlett, Burt & Watson first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and held it in 2 quarters.
  • Hazlett, Burt & Watson's Dimensional Short-Duration Fixed Income ETF position peaked at $15K in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.