Herold Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Herold Advisors’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	$551K	Buy	+11,548	New	+$553K	0.11%	172

Other funds holding DFSD

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Herold Advisors's DFSD Position: Q2 2026 in Review

Herold Advisors opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 11,548 shares worth $551K. The stake represents 0.11% of the portfolio and ranks #172 among its holdings.

450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Herold Advisors held 11,548 shares of Dimensional Short-Duration Fixed Income ETF worth $551K as of Q2 2026.
Dimensional Short-Duration Fixed Income ETF was a new Herold Advisors position in Q2 2026.
Dimensional Short-Duration Fixed Income ETF made up 0.11% of Herold Advisors's portfolio in Q2 2026, its #172 holding.
450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.