LPL Financial
DFSD

LPL Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

LPL Financial’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 		$21.7M Buy
454,790
+115,935
+34% +$5.55M ﹤0.01% 1518
2026
Q1 		$16.2M Sell
338,855
-16,906
-5% -$813K ﹤0.01% 1616
2025
Q4 		$17.1M Buy
355,761
+21,312
+6% +$1.03M ﹤0.01% 1510
2025
Q3 		$16.1M Buy
334,449
+19,486
+6% +$938K ﹤0.01% 1501
2025
Q2 		$15.1M Buy
314,963
+58,461
+23% +$2.78M 0.01% 1432
2025
Q1 		$12.2M Buy
256,502
+23,215
+10% +$1.1M ﹤0.01% 1471
2024
Q4 		$10.9M Buy
233,287
+14,788
+7% +$700K ﹤0.01% 1473
2024
Q3 		$10.4M Buy
218,499
+18,501
+9% +$878K ﹤0.01% 1436
2024
Q2 		$9.4M Buy
199,998
+12,222
+7% +$574K ﹤0.01% 1416
2024
Q1 		$8.83M Buy
187,776
+4,843
+3% +$228K ﹤0.01% 1419
2023
Q4 		$8.6M Buy
182,933
+5,735
+3% +$267K 0.01% 1348
2023
Q3 		$8.22M Sell
177,198
-1,681
-0.9% -$78.1K 0.01% 1283
2023
Q2 		$8.29M Buy
178,879
+32,931
+23% +$1.53M 0.01% 1239
2023
Q1 		$6.81M Buy
145,948
+125,644
+619% +$5.84M 0.01% 1323
2022
Q4 		$936K Buy
20,304
+7,049
+53% +$324K ﹤0.01% 2705
2022
Q3 		$610K Buy
13,255
+5,223
+65% +$244K ﹤0.01% 2966
2022
Q2 		$377K Buy
+8,032
New +$379K ﹤0.01% 3442

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

LPL Financial's DFSD Position: Q2 2026 in Review

LPL Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 34% in Q2 2026, buying an estimated $5.55M and bringing the position to 454,790 shares worth $21.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

LPL Financial first reported a position in DFSD in Q2 2022 and has held it in 17 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • LPL Financial held 454,790 shares of Dimensional Short-Duration Fixed Income ETF worth $21.7M as of Q2 2026.
  • LPL Financial bought 115,935 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $5.55M.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1518 holding.
  • LPL Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.