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
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 $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

MGO One Seven's DFSD Position: Q1 2026 in Review

MGO One Seven reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 10% in Q1 2026, selling an estimated $98.5K and leaving 17,710 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #721.

MGO One Seven first reported a position in DFSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $947K in Q4 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • MGO One Seven held 17,710 shares of Dimensional Short-Duration Fixed Income ETF worth $848K as of Q1 2026.
  • MGO One Seven sold 2,048 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $98.5K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of MGO One Seven's portfolio in Q1 2026, its #721 holding.
  • MGO One Seven first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • MGO One Seven's Dimensional Short-Duration Fixed Income ETF position peaked at $947K in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.