HighTower Advisors
DFSD

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

HighTower 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
Q1 		$94.3M Buy
1,968,903
+81,154
+4% +$3.9M 0.1% 203
2025
Q4 		$90.5M Buy
1,887,749
+103,925
+6% +$5.01M 0.1% 212
2025
Q3 		$86M Buy
1,783,824
+81,640
+5% +$3.93M 0.1% 214
2025
Q2 		$81.7M Sell
1,702,184
-68,073
-4% -$3.24M 0.1% 212
2025
Q1 		$84.1M Buy
1,770,257
+71,887
+4% +$3.39M 0.11% 193
2024
Q4 		$79.6M Buy
1,698,370
+61,835
+4% +$2.93M 0.11% 196
2024
Q3 		$78.1M Buy
1,636,535
+42,663
+3% +$2.02M 0.11% 195
2024
Q2 		$74.9M Buy
1,593,872
+15,489
+1% +$727K 0.12% 189
2024
Q1 		$74.3M Buy
1,578,383
+975,759
+162% +$45.9M 0.12% 187
2023
Q4 		$28.3M Buy
602,624
+583,103
+2,987% +$27.2M 0.05% 383
2023
Q3 		$905K Buy
19,521
+118
+0.6% +$5.49K ﹤0.01% 1846
2023
Q2 		$899K Sell
19,403
-6,225
-24% -$290K ﹤0.01% 1818
2023
Q1 		$1.2M Buy
+25,628
New +$1.19M ﹤0.01% 1568

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

HighTower Advisors's DFSD Position: Q1 2026 in Review

HighTower Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.3% in Q1 2026, buying an estimated $3.9M and bringing the position to 1,968,903 shares worth $94.3M. The position accounts for 0.1% of the portfolio, ranked #203.

HighTower Advisors first reported a position in DFSD in Q1 2023 and has held it in 13 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • HighTower Advisors held 1,968,903 shares of Dimensional Short-Duration Fixed Income ETF worth $94.3M as of Q1 2026.
  • HighTower Advisors bought 81,154 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $3.9M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.1% of HighTower Advisors's portfolio in Q1 2026, its #203 holding.
  • HighTower Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.