MOS
DFSD

MGO One Seven’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

MGO One Seven’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 		$817K Sell
17,102
-608
-3% -$29.1K 0.01% 789
2026
Q1 		$848K Sell
17,710
-2,048
-10% -$98.5K 0.02% 721
2025
Q4 		$947K Buy
19,758
+2,822
+17% +$136K 0.02% 657
2025
Q3 		$816K Buy
+16,936
New +$815K 0.02% 646

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

MGO One Seven's DFSD Position: Q2 2026 in Review

MGO One Seven reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.4% in Q2 2026, selling an estimated $29.1K and leaving 17,102 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #789.

MGO One Seven first reported a position in DFSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $947K in Q4 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • MGO One Seven held 17,102 shares of Dimensional Short-Duration Fixed Income ETF worth $817K as of Q2 2026.
  • MGO One Seven sold 608 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $29.1K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #789 holding.
  • MGO One Seven first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • MGO One Seven's Dimensional Short-Duration Fixed Income ETF position peaked at $947K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.