IA
DFSD

IFG Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

IFG Advisory’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 		$2.72K Hold
57
– – ﹤0.01% 2070
2026
Q1 		$2.73K Buy
+57
New +$2.74K 0.01% 305
2025
Q4 		– Sell
-11,737
Closed -$566K – 760
2025
Q3 		$566K Buy
11,737
+186
+2% +$8.95K 0.03% 469
2025
Q2 		$555K Buy
11,551
+320
+3% +$15.2K 0.03% 451
2025
Q1 		$534K Buy
11,231
+143
+1% +$6.75K 0.03% 429
2024
Q4 		$520K Buy
+11,088
New +$525K 0.03% 412

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

IFG Advisory's DFSD Position: Q2 2026 in Review

IFG Advisory held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q2 2026 at 57 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

IFG Advisory first reported a position in DFSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $566K in Q3 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • IFG Advisory held 57 shares of Dimensional Short-Duration Fixed Income ETF worth $2.72K as of Q2 2026.
  • IFG Advisory left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2070 holding.
  • IFG Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • IFG Advisory's Dimensional Short-Duration Fixed Income ETF position peaked at $566K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.