MML Investors Services
DFSD

MML Investors Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

MML Investors Services’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 		$2.4M Sell
50,075
-14,808
-23% -$712K 0.01% 1222
2025
Q4 		$3.11M Sell
64,883
-4,771
-7% -$230K 0.01% 1135
2025
Q3 		$3.36M Buy
69,654
+2,424
+4% +$117K 0.01% 1034
2025
Q2 		$3.23M Buy
67,230
+8,024
+14% +$382K 0.01% 1003
2025
Q1 		$2.81M Sell
59,206
-282
-0.5% -$13.3K 0.01% 1010
2024
Q4 		$2.79M Buy
59,488
+7,171
+14% +$339K 0.01% 963
2024
Q3 		$2.5M Buy
52,317
+6,102
+13% +$290K 0.01% 979
2024
Q2 		$2.17M Buy
46,215
+1,883
+4% +$88.4K 0.01% 993
2024
Q1 		$2.08M Buy
44,332
+32,816
+285% +$1.54M 0.01% 1029
2023
Q4 		$541K Buy
+11,516
New +$536K ﹤0.01% 1707

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

MML Investors Services's DFSD Position: Q1 2026 in Review

MML Investors Services reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 23% in Q1 2026, selling an estimated $712K and leaving 50,075 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #1222.

MML Investors Services first reported a position in DFSD in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.36M in Q3 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • MML Investors Services held 50,075 shares of Dimensional Short-Duration Fixed Income ETF worth $2.4M as of Q1 2026.
  • MML Investors Services sold 14,808 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $712K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1222 holding.
  • MML Investors Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • MML Investors Services's Dimensional Short-Duration Fixed Income ETF position peaked at $3.36M in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.