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
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 $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

HB Wealth Management's DFSD Position: Q1 2026 in Review

HB Wealth Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.9% in Q1 2026, selling an estimated $31.7K and leaving 16,361 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #771.

HB Wealth Management first reported a position in DFSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $830K in Q3 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • HB Wealth Management held 16,361 shares of Dimensional Short-Duration Fixed Income ETF worth $783K as of Q1 2026.
  • HB Wealth Management sold 658 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $31.7K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #771 holding.
  • HB Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • HB Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $830K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.