HWM
DFSD

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

HBE 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 		$9.23M Buy
193,228
+8,577
+5% +$411K 6.63% 5
2026
Q1 		$8.84M Buy
184,651
+535
+0.3% +$25.7K 7.71% 4
2025
Q4 		$8.83M Buy
+184,116
New +$8.87M 8.31% 4

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

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

HBE Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.6% in Q2 2026, buying an estimated $411K and bringing the position to 193,228 shares worth $9.23M. The position accounts for 6.63% of the portfolio, ranked #5.

HBE Wealth Management first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • HBE Wealth Management held 193,228 shares of Dimensional Short-Duration Fixed Income ETF worth $9.23M as of Q2 2026.
  • HBE Wealth Management bought 8,577 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $411K.
  • Dimensional Short-Duration Fixed Income ETF made up 6.63% of HBE Wealth Management's portfolio in Q2 2026, its #5 holding.
  • HBE Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 448 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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