MT
DFSD

Midwest Trust’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Midwest Trust’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 		$216K Sell
4,525
-135
-3% -$6.46K ﹤0.01% 589
2026
Q1 		$223K Buy
4,660
+162
+4% +$7.79K ﹤0.01% 559
2025
Q4 		$216K Buy
4,498
+47
+1% +$2.27K ﹤0.01% 570
2025
Q3 		$214K Sell
4,451
-667
-13% -$32.1K ﹤0.01% 566
2025
Q2 		$246K Buy
+5,118
New +$244K ﹤0.01% 554

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

Midwest Trust's DFSD Position: Q2 2026 in Review

Midwest Trust reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.9% in Q2 2026, selling an estimated $6.46K and leaving 4,525 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Midwest Trust first reported a position in DFSD in Q2 2025 and has held it in 5 quarters since. The position peaked at $246K in Q2 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Midwest Trust held 4,525 shares of Dimensional Short-Duration Fixed Income ETF worth $216K as of Q2 2026.
  • Midwest Trust sold 135 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $6.46K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #589 holding.
  • Midwest Trust first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Dimensional Short-Duration Fixed Income ETF position peaked at $246K in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.