Integrated Wealth Concepts
DFSD icon

Integrated Wealth Concepts’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Integrated Wealth Concepts’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 		$13.8M Buy
288,828
+4,344
+2% +$208K 0.09% 218
2026
Q1 		$13.6M Buy
284,484
+16,709
+6% +$804K 0.11% 193
2025
Q4 		$12.8M Buy
267,775
+24,251
+10% +$1.17M 0.15% 132
2025
Q3 		$11.7M Sell
243,524
-131,929
-35% -$6.35M 0.1% 184
2025
Q2 		$18M Buy
375,453
+57,556
+18% +$2.74M 0.18% 119
2025
Q1 		$15.1M Buy
317,897
+25,527
+9% +$1.21M 0.18% 125
2024
Q4 		$13.7M Buy
292,370
+67,798
+30% +$3.21M 0.16% 135
2024
Q3 		$10.7M Buy
224,572
+3,153
+1% +$150K 0.13% 159
2024
Q2 		$10.4M Buy
221,419
+168,135
+316% +$7.89M 0.14% 150
2024
Q1 		$2.51M Buy
53,284
+9,316
+21% +$438K 0.04% 440
2023
Q4 		$2.07M Buy
43,968
+115
+0.3% +$5.36K 0.03% 469
2023
Q3 		$2.03M Buy
43,853
+3,674
+9% +$171K 0.04% 445
2023
Q2 		$1.86M Buy
40,179
+1,675
+4% +$78K 0.03% 486
2023
Q1 		$1.8M Buy
38,504
+15,126
+65% +$703K 0.04% 450
2022
Q4 		$1.08M Buy
+23,378
New +$1.07M 0.03% 456

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Planning Center Inc
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Integrated Wealth Concepts's DFSD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.5% in Q2 2026, buying an estimated $208K and bringing the position to 288,828 shares worth $13.8M. The position accounts for 0.09% of the portfolio, ranked #218.

Integrated Wealth Concepts first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $18M in Q2 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Integrated Wealth Concepts held 288,828 shares of Dimensional Short-Duration Fixed Income ETF worth $13.8M as of Q2 2026.
  • Integrated Wealth Concepts bought 4,344 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $208K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.09% of Integrated Wealth Concepts's portfolio in Q2 2026, its #218 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's Dimensional Short-Duration Fixed Income ETF position peaked at $18M in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.