MWP
DFSD

Meredith Wealth Planning’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Meredith Wealth Planning’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 		$7.67M Buy
160,292
+31,681
+25% +$1.52M 2.08% 12
2025
Q4 		$6.17M Buy
128,611
+29,958
+30% +$1.44M 1.84% 13
2025
Q3 		$4.75M Buy
98,653
+34,798
+54% +$1.67M 1.51% 13
2025
Q2 		$3.07M Buy
63,855
+3,143
+5% +$150K 1.11% 13
2025
Q1 		$2.89M Buy
60,712
+4,927
+9% +$233K 1.27% 13
2024
Q4 		$2.62M Buy
55,785
+7,523
+16% +$356K 1.17% 14
2024
Q3 		$2.3M Sell
48,262
-6,642
-12% -$315K 1.1% 13
2024
Q2 		$2.58M Buy
54,904
+13,787
+34% +$647K 1.35% 11
2024
Q1 		$1.93M Buy
41,117
+8,020
+24% +$377K 1.08% 12
2023
Q4 		$1.56M Buy
33,097
+9,701
+41% +$452K 0.97% 15
2023
Q3 		$1.09M Buy
23,396
+4,905
+27% +$228K 0.81% 16
2023
Q2 		$857K Buy
18,491
+3,081
+20% +$144K 0.7% 16
2023
Q1 		$719K Buy
+15,410
New +$716K 0.58% 19

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

Meredith Wealth Planning's DFSD Position: Q1 2026 in Review

Meredith Wealth Planning increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 25% in Q1 2026, buying an estimated $1.52M and bringing the position to 160,292 shares worth $7.67M. The position accounts for 2.08% of the portfolio, ranked #12.

Meredith Wealth Planning first reported a position in DFSD in Q1 2023 and has held it in 13 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Meredith Wealth Planning held 160,292 shares of Dimensional Short-Duration Fixed Income ETF worth $7.67M as of Q1 2026.
  • Meredith Wealth Planning bought 31,681 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $1.52M.
  • Dimensional Short-Duration Fixed Income ETF made up 2.08% of Meredith Wealth Planning's portfolio in Q1 2026, its #12 holding.
  • Meredith Wealth Planning first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Meredith Wealth Planning's 13F filing for Q1 2026, filed 27 Apr 2026.