MSWMA
DFSD

Market Street Wealth Management Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Market Street Wealth Management Advisors’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 		$60.7M Buy
1,271,511
+25,886
+2% +$1.24M 8.64% 2
2026
Q1 		$59.6M Buy
1,245,625
+24,971
+2% +$1.2M 9.4% 2
2025
Q4 		$58.5M Buy
1,220,654
+38,632
+3% +$1.86M 9.1% 2
2025
Q3 		$57M Buy
1,182,022
+25,907
+2% +$1.25M 9.05% 2
2025
Q2 		$55.5M Buy
1,156,115
+7,778
+0.7% +$370K 9.06% 2
2025
Q1 		$54.6M Buy
1,148,337
+7,498
+0.7% +$354K 9.27% 2
2024
Q4 		$53.5M Buy
1,140,839
+34,592
+3% +$1.64M 8.98% 1
2024
Q3 		$52.8M Buy
1,106,247
+26,579
+2% +$1.26M 8.68% 2
2024
Q2 		$50.7M Buy
1,079,668
+62,618
+6% +$2.94M 8.7% 2
2024
Q1 		$47.8M Buy
1,017,050
+96,397
+10% +$4.53M 8.4% 2
2023
Q4 		$43.3M Buy
920,653
+890,126
+2,916% +$41.5M 9.06% 1
2023
Q3 		$1.42M Sell
30,527
-26,013
-46% -$1.21M 0.36% 44
2023
Q2 		$2.62M Sell
56,540
-6,090
-10% -$284K 0.67% 29
2023
Q1 		$2.92M Sell
62,630
-3,828
-6% -$178K 0.77% 27
2022
Q4 		$3.06M Buy
66,458
+61,066
+1,133% +$2.8M 0.89% 26
2022
Q3 		$248K Buy
+5,392
New +$252K 0.08% 84

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

Market Street Wealth Management Advisors's DFSD Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.1% in Q2 2026, buying an estimated $1.24M and bringing the position to 1,271,511 shares worth $60.7M. The position accounts for 8.64% of the portfolio, ranked #2.

Market Street Wealth Management Advisors first reported a position in DFSD in Q3 2022 and has held it in 16 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Market Street Wealth Management Advisors held 1,271,511 shares of Dimensional Short-Duration Fixed Income ETF worth $60.7M as of Q2 2026.
  • Market Street Wealth Management Advisors bought 25,886 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.24M.
  • Dimensional Short-Duration Fixed Income ETF made up 8.64% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #2 holding.
  • Market Street Wealth Management Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.