HWM
DFSD

HB Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

HB Wealth Management’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 		$784K Buy
16,410
+49
+0.3% +$2.35K ﹤0.01% 860
2026
Q1 		$783K Sell
16,361
-658
-4% -$31.7K 0.01% 771
2025
Q4 		$816K Sell
17,019
-212
-1% -$10.2K 0.01% 702
2025
Q3 		$830K Buy
17,231
+8,477
+97% +$408K 0.01% 671
2025
Q2 		$420K Sell
8,754
-703
-7% -$33.5K ﹤0.01% 809
2025
Q1 		$449K Buy
+9,457
New +$447K ﹤0.01% 800

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

HB Wealth Management's DFSD Position: Q2 2026 in Review

HB Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.3% in Q2 2026, buying an estimated $2.35K and bringing the position to 16,410 shares worth $784K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

HB Wealth Management first reported a position in DFSD in Q1 2025 and has held it in 6 quarters since. The position peaked at $830K in Q3 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • HB Wealth Management held 16,410 shares of Dimensional Short-Duration Fixed Income ETF worth $784K as of Q2 2026.
  • HB Wealth Management bought 49 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $2.35K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #860 holding.
  • HB Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • HB Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $830K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.