LCWP
DFSD

Legacy Capital Wealth Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-5,592
Closed -$268K – 397
2025
Q4 		$268K Sell
5,592
-2,122
-28% -$102K 0.06% 320
2025
Q3 		$372K Buy
7,714
+685
+10% +$33K 0.08% 265
2025
Q2 		$337K Buy
+7,029
New +$335K 0.08% 283

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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 $2.57B AUM 21.7% 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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Legacy Capital Wealth Partners's DFSD Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2026, closing a stake of 5,592 shares — an estimated $268K sold.

Legacy Capital Wealth Partners first reported a position in DFSD in Q2 2025 and held it in 3 quarters. The position peaked at $372K in Q3 2025. 431 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Legacy Capital Wealth Partners reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 5,592 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $268K.
  • Legacy Capital Wealth Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and held it in 3 quarters.
  • Legacy Capital Wealth Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $372K in Q3 2025.
  • 431 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.