JWCA
DFSD

J.W. Cole Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

J.W. Cole 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
2025
Q4 		– Sell
-5,263
Closed -$254K – 1494
2025
Q3 		$254K Sell
5,263
-202
-4% -$9.72K ﹤0.01% 1314
2025
Q2 		$262K Buy
+5,465
New +$260K 0.01% 1205

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
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
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

J.W. Cole Advisors's DFSD Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2025, closing a stake of 5,263 shares — an estimated $254K sold.

J.W. Cole Advisors first reported a position in DFSD in Q2 2025 and held it in 2 quarters. The position peaked at $262K in Q2 2025. 408 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

  • J.W. Cole Advisors reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,263 Dimensional Short-Duration Fixed Income ETF shares in Q4 2025, an estimated $254K.
  • J.W. Cole Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $262K in Q2 2025.
  • 408 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.