LEFP
DFSD

Leading Edge Financial Planning’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Leading Edge Financial Planning’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 		$738K Buy
15,417
+1,175
+8% +$56.5K 0.16% 32
2025
Q4 		$683K Sell
14,242
-445
-3% -$21.4K 0.16% 32
2025
Q3 		$708K Buy
14,687
+1,555
+12% +$74.8K 0.18% 31
2025
Q2 		$630K Buy
13,132
+3,658
+39% +$174K 0.18% 32
2025
Q1 		$450K Sell
9,474
-65
-0.7% -$3.07K 0.14% 37
2024
Q4 		$447K Buy
+9,539
New +$451K 0.15% 39

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

Leading Edge Financial Planning's DFSD Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.3% in Q1 2026, buying an estimated $56.5K and bringing the position to 15,417 shares worth $738K. The position accounts for 0.16% of the portfolio, ranked #32.

Leading Edge Financial Planning first reported a position in DFSD in Q4 2024 and has held it in 6 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Leading Edge Financial Planning held 15,417 shares of Dimensional Short-Duration Fixed Income ETF worth $738K as of Q1 2026.
  • Leading Edge Financial Planning bought 1,175 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $56.5K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.16% of Leading Edge Financial Planning's portfolio in Q1 2026, its #32 holding.
  • Leading Edge Financial Planning first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.