MG
DFSD

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

MilWealth 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
Q1 		$27.8K Hold
581
– – 0.01% 55
2025
Q4 		$27.9K Hold
581
– – 0.01% 52
2025
Q3 		$28K Hold
581
– – 0.01% 47
2025
Q2 		$27.9K Hold
581
– – 0.01% 47
2025
Q1 		$27.6K Sell
581
-3,696
-86% -$175K 0.01% 48
2024
Q4 		$201K Buy
4,277
+3,696
+636% +$175K 0.05% 29
2024
Q3 		$27.7K Hold
581
– – 0.01% 50
2024
Q2 		$27.3K Buy
581
+7
+1% +$329 0.01% 46
2024
Q1 		$27K Buy
574
+3
+0.5% +$141 0.01% 48
2023
Q4 		$26.8K Sell
571
-216
-27% -$10.1K 0.01% 50
2023
Q3 		$36.5K Buy
+787
New +$36.6K 0.01% 42
2022
Q3 		– Sell
-2,191
Closed -$103K – 64
2022
Q2 		$103K Sell
2,191
-14,765
-87% -$698K 0.04% 32
2022
Q1 		$812K Buy
16,956
+2,181
+15% +$107K 0.31% 19
2021
Q4 		$739K Buy
+14,775
New +$739K 0.27% 17

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

MilWealth Group's DFSD Position: Q1 2026 in Review

MilWealth Group held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q1 2026 at 581 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #55.

MilWealth Group first reported a position in DFSD in Q4 2021 and has held it in 14 quarters since. The position peaked at $812K in Q1 2022. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • MilWealth Group held 581 shares of Dimensional Short-Duration Fixed Income ETF worth $27.8K as of Q1 2026.
  • MilWealth Group left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of MilWealth Group's portfolio in Q1 2026, its #55 holding.
  • MilWealth Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 14 quarters since.
  • MilWealth Group's Dimensional Short-Duration Fixed Income ETF position peaked at $812K in Q1 2022.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.