JC
DFSD

JM2 Capital’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

JM2 Capital’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 		$284K Sell
5,946
-119
-2% -$5.7K 0.19% 97
2026
Q1 		$290K Buy
6,065
+95
+2% +$4.57K 0.24% 93
2025
Q4 		$286K Buy
+5,970
New +$288K 0.23% 88

Other funds holding DFSD

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

JM2 Capital's DFSD Position: Q2 2026 in Review

JM2 Capital reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2% in Q2 2026, selling an estimated $5.7K and leaving 5,946 shares worth $284K. The position accounts for 0.19% of the portfolio, ranked #97.

JM2 Capital first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $290K in Q1 2026. 301 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • JM2 Capital held 5,946 shares of Dimensional Short-Duration Fixed Income ETF worth $284K as of Q2 2026.
  • JM2 Capital sold 119 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $5.7K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.19% of JM2 Capital's portfolio in Q2 2026, its #97 holding.
  • JM2 Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's Dimensional Short-Duration Fixed Income ETF position peaked at $290K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.