KFGG
DFSD

Keystone Financial Group (Georgia)’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Keystone Financial Group (Georgia)’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 		$6.68M Sell
139,823
-21,164
-13% -$1.01M 3.5% 11
2026
Q1 		$7.71M Buy
160,987
+42,718
+36% +$2.06M 4.01% 9
2025
Q4 		$5.67M Buy
118,269
+1,907
+2% +$91.9K 2.97% 12
2025
Q3 		$5.61M Buy
116,362
+9,065
+8% +$436K 3.16% 9
2025
Q2 		$5.15M Buy
107,297
+26,485
+33% +$1.26M 3.28% 8
2025
Q1 		$3.85M Buy
80,812
+12,835
+19% +$606K 2.71% 8
2024
Q4 		$3.19M Buy
+67,977
New +$3.22M 2.58% 10

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

Keystone Financial Group (Georgia)'s DFSD Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 13% in Q2 2026, selling an estimated $1.01M and leaving 139,823 shares worth $6.68M. The position accounts for 3.5% of the portfolio, ranked #11.

Keystone Financial Group (Georgia) first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.71M in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Keystone Financial Group (Georgia) held 139,823 shares of Dimensional Short-Duration Fixed Income ETF worth $6.68M as of Q2 2026.
  • Keystone Financial Group (Georgia) sold 21,164 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.01M.
  • Dimensional Short-Duration Fixed Income ETF made up 3.5% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #11 holding.
  • Keystone Financial Group (Georgia) first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Group (Georgia)'s Dimensional Short-Duration Fixed Income ETF position peaked at $7.71M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.