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
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 $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