LFG
DFSD

Larson Financial Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Larson Financial Group’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 		$138K Sell
2,886
-443
-13% -$21.3K ﹤0.01% 854
2025
Q4 		$160K Hold
3,329
– – 0.01% 767
2025
Q3 		$160K Buy
+3,329
New +$160K 0.01% 755

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

Larson Financial Group's DFSD Position: Q1 2026 in Review

Larson Financial Group reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 13% in Q1 2026, selling an estimated $21.3K and leaving 2,886 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Larson Financial Group first reported a position in DFSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $160K in Q3 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Larson Financial Group held 2,886 shares of Dimensional Short-Duration Fixed Income ETF worth $138K as of Q1 2026.
  • Larson Financial Group sold 443 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $21.3K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #854 holding.
  • Larson Financial Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Larson Financial Group's Dimensional Short-Duration Fixed Income ETF position peaked at $160K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

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