LWM
DFSD

Lakeridge Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Lakeridge Wealth Management’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 		$4.93M Sell
103,146
-9,062
-8% -$434K 1.81% 13
2026
Q1 		$5.37M Sell
112,208
-2,704
-2% -$130K 2.31% 11
2025
Q4 		$5.51M Buy
114,912
+1,272
+1% +$61.3K 2.5% 11
2025
Q3 		$5.48M Buy
113,640
+4,784
+4% +$230K 2.43% 12
2025
Q2 		$5.23M Sell
108,856
-680
-0.6% -$32.4K 2.4% 12
2025
Q1 		$5.21M Buy
109,536
+3,594
+3% +$170K 2.6% 9
2024
Q4 		$4.97M Buy
105,942
+37,321
+54% +$1.77M 2.57% 11
2024
Q3 		$3.28M Sell
68,621
-2,220
-3% -$105K 1.8% 13
2024
Q2 		$3.33M Sell
70,841
-747
-1% -$35.1K 2% 13
2024
Q1 		$3.37M Buy
71,588
+4,654
+7% +$219K 2.18% 13
2023
Q4 		$3.15M Buy
+66,934
New +$3.12M 2.28% 11

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

Lakeridge Wealth Management's DFSD Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.1% in Q2 2026, selling an estimated $434K and leaving 103,146 shares worth $4.93M. The position accounts for 1.81% of the portfolio, ranked #13.

Lakeridge Wealth Management first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.51M in Q4 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Lakeridge Wealth Management held 103,146 shares of Dimensional Short-Duration Fixed Income ETF worth $4.93M as of Q2 2026.
  • Lakeridge Wealth Management sold 9,062 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $434K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.81% of Lakeridge Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Lakeridge Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $5.51M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.