Jones Financial Companies
DFSD

Jones Financial Companies’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Jones Financial Companies’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 		$2.47M Buy
51,827
+11,039
+27% +$531K ﹤0.01% 1345
2025
Q4 		$1.96M Buy
40,788
+29,727
+269% +$1.43M ﹤0.01% 959
2025
Q3 		$532K Buy
11,061
+2,428
+28% +$117K ﹤0.01% 1370
2025
Q2 		$414K Buy
8,633
+5,756
+200% +$274K ﹤0.01% 1346
2025
Q1 		$137K Buy
2,877
+1,237
+75% +$58.4K ﹤0.01% 1640
2024
Q4 		$76.9K Buy
1,640
+640
+64% +$30.3K ﹤0.01% 1719
2024
Q3 		$47.8K Buy
+1,000
New +$47.5K ﹤0.01% 1654

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Jones Financial Companies's DFSD Position: Q1 2026 in Review

Jones Financial Companies increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 27% in Q1 2026, buying an estimated $531K and bringing the position to 51,827 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Jones Financial Companies first reported a position in DFSD in Q3 2024 and has held it in 7 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Jones Financial Companies held 51,827 shares of Dimensional Short-Duration Fixed Income ETF worth $2.47M as of Q1 2026.
  • Jones Financial Companies bought 11,039 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $531K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1345 holding.
  • Jones Financial Companies first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.