MASECO Private Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

MASECO Private Wealth’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	$36.9M	Buy	772,357 +33,518	+5%	+$1.6M	1.04%	23
2026 Q1	$35.4M	Buy	738,839 +89,623	+14%	+$4.31M	1.11%	24
2025 Q4	$31.1M	Buy	649,216 +26,884	+4%	+$1.3M	1.36%	18
2025 Q3	$30M	Buy	622,332 +57,546	+10%	+$2.77M	1.45%	18
2025 Q2	$27.1M	Buy	+564,786	New	+$26.9M	1.03%	24

Other funds holding DFSD

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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MASECO Private Wealth's DFSD Position: Q2 2026 in Review

MASECO Private Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.5% in Q2 2026, buying an estimated $1.6M and bringing the position to 772,357 shares worth $36.9M. The position accounts for 1.04% of the portfolio, ranked #23.

MASECO Private Wealth first reported a position in DFSD in Q2 2025 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

MASECO Private Wealth held 772,357 shares of Dimensional Short-Duration Fixed Income ETF worth $36.9M as of Q2 2026.
MASECO Private Wealth bought 33,518 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.6M.
Dimensional Short-Duration Fixed Income ETF made up 1.04% of MASECO Private Wealth's portfolio in Q2 2026, its #23 holding.
MASECO Private Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.