I
DFSD

INVST’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

INVST’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 		$5.6M Buy
117,299
+35,867
+44% +$1.72M 0.55% 42
2026
Q1 		$3.9M Buy
81,432
+14,849
+22% +$714K 0.44% 51
2025
Q4 		$3.19M Buy
66,583
+15,174
+30% +$731K 0.35% 60
2025
Q3 		$2.48M Buy
51,409
+5,289
+11% +$255K 0.28% 66
2025
Q2 		$2.21M Buy
46,120
+7,248
+19% +$345K 0.28% 66
2025
Q1 		$1.85M Buy
38,872
+15,279
+65% +$721K 0.25% 77
2024
Q4 		$1.11M Buy
23,593
+3,833
+19% +$181K 0.13% 105
2024
Q3 		$943K Buy
19,760
+4,446
+29% +$211K 0.11% 110
2024
Q2 		$720K Buy
+15,314
New +$719K 0.08% 137

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

INVST's DFSD Position: Q2 2026 in Review

INVST increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 44% in Q2 2026, buying an estimated $1.72M and bringing the position to 117,299 shares worth $5.6M. The position accounts for 0.55% of the portfolio, ranked #42.

INVST first reported a position in DFSD in Q2 2024 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • INVST held 117,299 shares of Dimensional Short-Duration Fixed Income ETF worth $5.6M as of Q2 2026.
  • INVST bought 35,867 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.72M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.55% of INVST's portfolio in Q2 2026, its #42 holding.
  • INVST first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.