MEG
DFSD

Millstone Evans Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Millstone Evans 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 		$187K Sell
3,910
-23
-0.6% -$1.1K 0.1% 154
2026
Q1 		$188K Buy
3,933
+43
+1% +$2.07K 0.11% 145
2025
Q4 		$187K Sell
3,890
-424
-10% -$20.4K 0.11% 151
2025
Q3 		$208K Sell
4,314
-2,529
-37% -$122K 0.13% 125
2025
Q2 		$329K Sell
6,843
-15,522
-69% -$739K 0.22% 82
2025
Q1 		$1.06M Buy
22,365
+1,173
+6% +$55.4K 0.72% 30
2024
Q4 		$993K Buy
+21,192
New +$1M 0.68% 28

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

Millstone Evans Group's DFSD Position: Q2 2026 in Review

Millstone Evans Group reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.58% in Q2 2026, selling an estimated $1.1K and leaving 3,910 shares worth $187K. The position accounts for 0.1% of the portfolio, ranked #154.

Millstone Evans Group first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q1 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Millstone Evans Group held 3,910 shares of Dimensional Short-Duration Fixed Income ETF worth $187K as of Q2 2026.
  • Millstone Evans Group sold 23 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.1K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.1% of Millstone Evans Group's portfolio in Q2 2026, its #154 holding.
  • Millstone Evans Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Dimensional Short-Duration Fixed Income ETF position peaked at $1.06M in Q1 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.