MFG
DFSD

Merit Financial Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Merit Financial Group’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 		$1.35M Buy
28,369
+1,603
+6% +$76.8K 0.01% 922
2026
Q1 		$1.28M Buy
26,766
+21,875
+447% +$1.05M 0.01% 866
2025
Q4 		$235K Buy
4,891
+320
+7% +$15.4K ﹤0.01% 1724
2025
Q3 		$220K Sell
4,571
-284
-6% -$13.7K ﹤0.01% 1615
2025
Q2 		$233K Buy
4,855
+579
+14% +$27.6K ﹤0.01% 1476
2025
Q1 		$203K Sell
4,276
-235
-5% -$11.1K ﹤0.01% 1301
2024
Q4 		$211K Buy
+4,511
New +$213K ﹤0.01% 1076

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Merit Financial Group's DFSD Position: Q2 2026 in Review

Merit Financial Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6% in Q2 2026, buying an estimated $76.8K and bringing the position to 28,369 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #922.

Merit Financial Group first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Merit Financial Group held 28,369 shares of Dimensional Short-Duration Fixed Income ETF worth $1.35M as of Q2 2026.
  • Merit Financial Group bought 1,603 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $76.8K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #922 holding.
  • Merit Financial Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 102 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.