IWM
DFSD

IHT Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

IHT 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 		$912K Buy
19,099
+3,587
+23% +$172K 0.02% 635
2026
Q1 		$743K Buy
+15,512
New +$746K 0.02% 678
2023
Q3 		– Sell
-10,648
Closed -$494K – 974
2023
Q2 		$494K Sell
10,648
-393
-4% -$18.3K 0.03% 541
2023
Q1 		$515K Sell
11,041
-614
-5% -$28.5K 0.03% 488
2022
Q4 		$537K Buy
11,655
+4,085
+54% +$188K 0.03% 473
2022
Q3 		$348K Buy
+7,570
New +$354K 0.03% 567

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

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

IHT Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 23% in Q2 2026, buying an estimated $172K and bringing the position to 19,099 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #635.

IHT Wealth Management first reported a position in DFSD in Q3 2022 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • IHT Wealth Management held 19,099 shares of Dimensional Short-Duration Fixed Income ETF worth $912K as of Q2 2026.
  • IHT Wealth Management bought 3,587 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $172K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #635 holding.
  • IHT Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 6 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.