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 Q2	$489K	Sell	10,237 -5,231	-34%	-$250K	0.49%	29
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 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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HFG Wealth Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 34% in Q2 2026, selling an estimated $250K and leaving 10,237 shares worth $489K. The position accounts for 0.49% of the portfolio, ranked #29.

HFG Wealth Management first reported a position in DFSD in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q4 2023. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

HFG Wealth Management held 10,237 shares of Dimensional Short-Duration Fixed Income ETF worth $489K as of Q2 2026.
HFG Wealth Management sold 5,231 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $250K.
Dimensional Short-Duration Fixed Income ETF made up 0.49% of HFG Wealth Management's portfolio in Q2 2026, its #29 holding.
HFG Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 12 quarters since.
HFG Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.38M in Q4 2023.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.