MFS
DFSD

Montgomery Financial Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Montgomery Financial 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
Q2 		$161K Buy
+3,380
New +$162K 0.14% 32

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

Montgomery Financial Services's DFSD Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 3,380 shares worth $161K. The stake represents 0.14% of the portfolio and ranks #32 among its holdings.

433 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Montgomery Financial Services held 3,380 shares of Dimensional Short-Duration Fixed Income ETF worth $161K as of Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF was a new Montgomery Financial Services position in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.14% of Montgomery Financial Services's portfolio in Q2 2026, its #32 holding.
  • 433 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.