IAG
DFSD

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

Investmark Advisory Group’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 		$243K Buy
5,098
+28
+0.6% +$1.34K 0.09% 127
2026
Q1 		$243K Buy
5,070
+7
+0.1% +$337 0.1% 121
2025
Q4 		$243K Buy
+5,063
New +$244K 0.1% 122

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

Investmark Advisory Group's DFSD Position: Q2 2026 in Review

Investmark Advisory Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.55% in Q2 2026, buying an estimated $1.34K and bringing the position to 5,098 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #127.

Investmark Advisory Group first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Investmark Advisory Group held 5,098 shares of Dimensional Short-Duration Fixed Income ETF worth $243K as of Q2 2026.
  • Investmark Advisory Group bought 28 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.34K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.09% of Investmark Advisory Group's portfolio in Q2 2026, its #127 holding.
  • Investmark Advisory Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.