MWM
DFSD

Modera Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Modera Wealth Management’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 		$1.56M Hold
32,641
– – 0.02% 281
2025
Q4 		$1.57M Sell
32,641
-212
-0.6% -$10.2K 0.02% 290
2025
Q3 		$1.58M Sell
32,853
-93
-0.3% -$4.48K 0.02% 284
2025
Q2 		$1.58M Buy
32,946
+445
+1% +$21.2K 0.02% 286
2025
Q1 		$1.54M Buy
32,501
+3,784
+13% +$179K 0.02% 273
2024
Q4 		$1.35M Buy
28,717
+18,631
+185% +$881K 0.02% 288
2024
Q3 		$482K Sell
10,086
-1,076
-10% -$51.1K 0.01% 421
2024
Q2 		$525K Sell
11,162
-159
-1% -$7.46K 0.01% 385
2024
Q1 		$533K Hold
11,321
– – 0.01% 381
2023
Q4 		$532K Hold
11,321
– – 0.01% 367
2023
Q3 		$525K Sell
11,321
-3,225
-22% -$150K 0.01% 356
2023
Q2 		$674K Buy
+14,546
New +$678K 0.01% 342

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

Modera Wealth Management's DFSD Position: Q1 2026 in Review

Modera Wealth Management held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q1 2026 at 32,641 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #281.

Modera Wealth Management first reported a position in DFSD in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q3 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Modera Wealth Management held 32,641 shares of Dimensional Short-Duration Fixed Income ETF worth $1.56M as of Q1 2026.
  • Modera Wealth Management left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of Modera Wealth Management's portfolio in Q1 2026, its #281 holding.
  • Modera Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 12 quarters since.
  • Modera Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.58M in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.