LWM
DFSD

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

Liberty 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 		$14.8M Hold
309,664
– – 1.85% 17
2026
Q1 		$14.8M Buy
309,664
+14,688
+5% +$707K 1.85% 17
2025
Q4 		$14.1M Buy
+294,976
New +$14.2M 1.83% 17

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

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

Liberty Wealth Management held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q2 2026 at 309,664 shares worth $14.8M. The position accounts for 1.85% of the portfolio, ranked #17.

Liberty Wealth Management first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Liberty Wealth Management held 309,664 shares of Dimensional Short-Duration Fixed Income ETF worth $14.8M as of Q2 2026.
  • Liberty Wealth Management left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 1.85% of Liberty Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Liberty Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.