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

Investment 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 Q1	$209K	Hold	4,365	–	–	0.05%	187
2025 Q4	$209K	Hold	4,365	–	–	0.05%	187
2025 Q3	$210K	Buy	+4,365	New	+$210K	0.06%	184
2023 Q4	–	Sell	-5,183	Closed	-$240K	–	148
2023 Q3	$240K	Sell	5,183 -892	-15%	-$41.5K	0.12%	117
2023 Q2	$282K	Hold	6,075	–	–	0.14%	106
2023 Q1	$283K	Hold	6,075	–	–	0.16%	105
2022 Q4	$280K	Buy	+6,075	New	+$279K	0.17%	103

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Investment Advisory Group's DFSD Position: Q1 2026 in Review

Investment Advisory Group held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q1 2026 at 4,365 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #187.

Investment Advisory Group first reported a position in DFSD in Q4 2022 and has held it in 7 quarters since. The position peaked at $283K in Q1 2023. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

Investment Advisory Group held 4,365 shares of Dimensional Short-Duration Fixed Income ETF worth $209K as of Q1 2026.
Investment Advisory Group left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q1 2026.
Dimensional Short-Duration Fixed Income ETF made up 0.05% of Investment Advisory Group's portfolio in Q1 2026, its #187 holding.
Investment Advisory Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 7 quarters since.
Investment Advisory Group's Dimensional Short-Duration Fixed Income ETF position peaked at $283K in Q1 2023.
427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.