LW
DFSD

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

Linscomb Wealth’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 		– Sell
-33,970
Closed -$1.63M – 321
2026
Q1 		$1.63M Buy
+33,970
New +$1.63M 0.07% 157

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

Linscomb Wealth's DFSD Position: Q2 2026 in Review

Linscomb Wealth sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026, closing a stake of 33,970 shares — an estimated $1.63M sold.

Linscomb Wealth first reported a position in DFSD in Q1 2026 and held it in 1 quarter. The position peaked at $1.63M in Q1 2026. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Linscomb Wealth reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Linscomb Wealth sold 33,970 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.63M.
  • Linscomb Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • Linscomb Wealth's Dimensional Short-Duration Fixed Income ETF position peaked at $1.63M in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.