IFA
DFSD

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

Index Fund 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 		$5.56M Buy
116,103
+50,390
+77% +$2.42M 0.25% 27
2025
Q4 		$3.15M Buy
65,713
+27,565
+72% +$1.33M 0.15% 35
2025
Q3 		$1.84M Buy
38,148
+10,609
+39% +$511K 0.09% 44
2025
Q2 		$1.32M Sell
27,539
-800
-3% -$38.1K 0.07% 45
2025
Q1 		$1.35M Sell
28,339
-2,241
-7% -$106K 0.08% 33
2024
Q4 		$1.43M Buy
30,580
+6,367
+26% +$301K 0.08% 33
2024
Q3 		$1.16M Buy
24,213
+689
+3% +$32.7K 0.06% 36
2024
Q2 		$1.11M Buy
23,524
+1,392
+6% +$65.3K 0.06% 35
2024
Q1 		$1.04M Buy
22,132
+86
+0.4% +$4.04K 0.06% 35
2023
Q4 		$1.04M Buy
22,046
+233
+1% +$10.9K 0.06% 34
2023
Q3 		$1.01M Sell
21,813
-270
-1% -$12.6K 0.07% 33
2023
Q2 		$1.02M Sell
22,083
-414
-2% -$19.3K 0.07% 33
2023
Q1 		$1.05M Buy
22,497
+2,196
+11% +$102K 0.07% 33
2022
Q4 		$936K Buy
+20,301
New +$932K 0.07% 30

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

Index Fund Advisors's DFSD Position: Q1 2026 in Review

Index Fund Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 77% in Q1 2026, buying an estimated $2.42M and bringing the position to 116,103 shares worth $5.56M. The position accounts for 0.25% of the portfolio, ranked #27.

Index Fund Advisors first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Index Fund Advisors held 116,103 shares of Dimensional Short-Duration Fixed Income ETF worth $5.56M as of Q1 2026.
  • Index Fund Advisors bought 50,390 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $2.42M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.25% of Index Fund Advisors's portfolio in Q1 2026, its #27 holding.
  • Index Fund Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.