IA
DFSD

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

IFP 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 		$2.26M Buy
47,352
+595
+1% +$28.5K 0.04% 448
2026
Q1 		$2.24M Buy
46,757
+1,361
+3% +$65.5K 0.05% 414
2025
Q4 		$2.18M Sell
45,396
-1,775
-4% -$85.5K 0.05% 394
2025
Q3 		$2.27M Buy
47,171
+4,166
+10% +$200K 0.06% 348
2025
Q2 		$2.06M Sell
43,005
-223,735
-84% -$10.7M 0.06% 351
2025
Q1 		$12.7M Sell
266,740
-31,742
-11% -$1.5M 0.39% 45
2024
Q4 		$14M Buy
298,482
+137,672
+86% +$6.51M 0.46% 33
2024
Q3 		$7.68M Buy
160,810
+62,556
+64% +$2.97M 0.28% 75
2024
Q2 		$4.62M Buy
98,254
+10,172
+12% +$477K 0.18% 119
2024
Q1 		$4.14M Buy
88,082
+7,591
+9% +$357K 0.18% 119
2023
Q4 		$3.78M Buy
80,491
+48,940
+155% +$2.28M 0.18% 113
2023
Q3 		$1.46M Buy
31,551
+26,296
+500% +$1.22M 0.07% 304
2023
Q2 		$244K Buy
5,255
+49
+0.9% +$2.28K 0.01% 924
2023
Q1 		$261K Sell
5,206
-1,584
-23% -$73.6K 0.01% 843
2022
Q4 		$341K Buy
6,790
+3,564
+110% +$164K 0.01% 1077
2022
Q3 		$161K Buy
3,226
+2,724
+543% +$128K ﹤0.01% 1545
2022
Q2 		$25K Hold
502
– – ﹤0.01% 2664
2022
Q1 		$25K Buy
+502
New +$24.5K ﹤0.01% 2664

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

IFP Advisors's DFSD Position: Q2 2026 in Review

IFP Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.3% in Q2 2026, buying an estimated $28.5K and bringing the position to 47,352 shares worth $2.26M. The position accounts for 0.04% of the portfolio, ranked #448.

IFP Advisors first reported a position in DFSD in Q1 2022 and has held it in 18 quarters since. The position peaked at $14M in Q4 2024. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • IFP Advisors held 47,352 shares of Dimensional Short-Duration Fixed Income ETF worth $2.26M as of Q2 2026.
  • IFP Advisors bought 595 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $28.5K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #448 holding.
  • IFP Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2022 and has held it in 18 quarters since.
  • IFP Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $14M in Q4 2024.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.