MSFS
DFSD

Main Street Financial Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Main Street Financial Solutions’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
2025
Q3 		– Sell
-6,665
Closed -$320K – 621
2025
Q2 		$320K Sell
6,665
-397
-6% -$18.9K 0.02% 438
2025
Q1 		$336K Buy
7,062
+998
+16% +$47.1K 0.03% 388
2024
Q4 		$284K Buy
+6,064
New +$287K 0.03% 391

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Main Street Financial Solutions's DFSD Position: Q3 2025 in Review

Main Street Financial Solutions sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2025, closing a stake of 6,665 shares — an estimated $320K sold.

Main Street Financial Solutions first reported a position in DFSD in Q4 2024 and held it in 3 quarters. The position peaked at $336K in Q1 2025. 364 funds tracked by Wall St. Rank hold DFSD as of Q3 2025.

  • Main Street Financial Solutions reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Main Street Financial Solutions sold 6,665 Dimensional Short-Duration Fixed Income ETF shares in Q3 2025, an estimated $320K.
  • Main Street Financial Solutions first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and held it in 3 quarters.
  • Main Street Financial Solutions's Dimensional Short-Duration Fixed Income ETF position peaked at $336K in Q1 2025.
  • 364 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2025.

Based on Main Street Financial Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.