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
Q2 		$2.78M Buy
58,074
+6,247
+12% +$299K ﹤0.01% 1445
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 $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 $7.88B AUM 10.78% 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 22.9% 1-Year Est. Return

Jones Financial Companies's DFSD Position: Q2 2026 in Review

Jones Financial Companies increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 12% in Q2 2026, buying an estimated $299K and bringing the position to 58,074 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Jones Financial Companies first reported a position in DFSD in Q3 2024 and has held it in 8 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Jones Financial Companies held 58,074 shares of Dimensional Short-Duration Fixed Income ETF worth $2.78M as of Q2 2026.
  • Jones Financial Companies bought 6,247 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $299K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1445 holding.
  • Jones Financial Companies first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.