HFA
DFSD

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

Hippocratic Financial 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 		$2.42M Sell
50,723
-336
-0.7% -$16.1K 0.91% 15
2026
Q1 		$2.44M Sell
51,059
-8,040
-14% -$387K 1.07% 15
2025
Q4 		$2.83M Sell
59,099
-693
-1% -$33.4K 1.31% 15
2025
Q3 		$2.88M Sell
59,792
-2,544
-4% -$122K 1.39% 14
2025
Q2 		$2.99M Sell
62,336
-462,928
-88% -$22M 1.6% 14
2025
Q1 		$25M Buy
525,264
+38,018
+8% +$1.8M 14.86% 2
2024
Q4 		$22.8M Buy
+487,246
New +$23.1M 15.88% 2

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

Hippocratic Financial Advisors's DFSD Position: Q2 2026 in Review

Hippocratic Financial Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.66% in Q2 2026, selling an estimated $16.1K and leaving 50,723 shares worth $2.42M. The position accounts for 0.91% of the portfolio, ranked #15.

Hippocratic Financial Advisors first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $25M in Q1 2025. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Hippocratic Financial Advisors held 50,723 shares of Dimensional Short-Duration Fixed Income ETF worth $2.42M as of Q2 2026.
  • Hippocratic Financial Advisors sold 336 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $16.1K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.91% of Hippocratic Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Hippocratic Financial Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Hippocratic Financial Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $25M in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Hippocratic Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.