LOPW
DFSD

Live Oak Private Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Live Oak Private 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
Q1 		$7.96M Buy
166,229
+52,511
+46% +$2.53M 1.11% 35
2025
Q4 		$5.45M Buy
113,718
+7,048
+7% +$340K 0.74% 46
2025
Q3 		$5.14M Buy
106,670
+32,508
+44% +$1.56M 0.72% 51
2025
Q2 		$3.56M Buy
74,162
+35,682
+93% +$1.7M 0.53% 57
2025
Q1 		$1.83M Buy
38,480
+31,026
+416% +$1.46M 0.3% 75
2024
Q4 		$349K Buy
+7,454
New +$353K 0.06% 138

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

Live Oak Private Wealth's DFSD Position: Q1 2026 in Review

Live Oak Private Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 46% in Q1 2026, buying an estimated $2.53M and bringing the position to 166,229 shares worth $7.96M. The position accounts for 1.11% of the portfolio, ranked #35.

Live Oak Private Wealth 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.

  • Live Oak Private Wealth held 166,229 shares of Dimensional Short-Duration Fixed Income ETF worth $7.96M as of Q1 2026.
  • Live Oak Private Wealth bought 52,511 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $2.53M.
  • Dimensional Short-Duration Fixed Income ETF made up 1.11% of Live Oak Private Wealth's portfolio in Q1 2026, its #35 holding.
  • Live Oak Private Wealth 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 Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.