Mariner
DFSD

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

Mariner’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 		$1.1M Buy
22,906
+2,711
+13% +$130K ﹤0.01% 1902
2025
Q4 		$968K Sell
20,195
-75
-0.4% -$3.61K ﹤0.01% 1972
2025
Q3 		$977K Sell
20,270
-255
-1% -$12.3K ﹤0.01% 1924
2025
Q2 		$985K Buy
+20,525
New +$977K ﹤0.01% 1796

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

Mariner's DFSD Position: Q1 2026 in Review

Mariner increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 13% in Q1 2026, buying an estimated $130K and bringing the position to 22,906 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Mariner first reported a position in DFSD in Q2 2025 and has held it in 4 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Mariner held 22,906 shares of Dimensional Short-Duration Fixed Income ETF worth $1.1M as of Q1 2026.
  • Mariner bought 2,711 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $130K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1902 holding.
  • Mariner first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.