HWM
DFSD

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

HFG 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 		$741K Buy
15,468
+755
+5% +$36.3K 0.41% 34
2025
Q4 		$705K Buy
14,713
+485
+3% +$23.4K 0.39% 34
2025
Q3 		$686K Sell
14,228
-652
-4% -$31.4K 0.37% 35
2025
Q2 		$707K Buy
14,880
+205
+1% +$9.76K 0.43% 34
2025
Q1 		$688K Buy
14,675
+1,168
+9% +$55.1K 0.42% 35
2024
Q4 		$645K Buy
13,507
+502
+4% +$23.8K 0.42% 29
2024
Q3 		$611K Hold
13,005
– – 0.39% 30
2024
Q2 		$611K Buy
13,005
+1,620
+14% +$76K 0.39% 30
2024
Q1 		$536K Sell
11,385
-18,071
-61% -$849K 0.32% 27
2023
Q4 		$1.38M Buy
+29,456
New +$1.37M 0.34% 37
2023
Q1 		$478K Buy
+10,238
New +$476K 0.1% 60

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

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

HFG Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.1% in Q1 2026, buying an estimated $36.3K and bringing the position to 15,468 shares worth $741K. The position accounts for 0.41% of the portfolio, ranked #34.

HFG Wealth Management first reported a position in DFSD in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q4 2023. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • HFG Wealth Management held 15,468 shares of Dimensional Short-Duration Fixed Income ETF worth $741K as of Q1 2026.
  • HFG Wealth Management bought 755 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $36.3K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.41% of HFG Wealth Management's portfolio in Q1 2026, its #34 holding.
  • HFG Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 11 quarters since.
  • HFG Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.38M in Q4 2023.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.