Morgan Stanley
DFSD

Morgan Stanley’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Morgan Stanley’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 		$327K Buy
6,833
+628
+10% +$30.2K ﹤0.01% 5677
2025
Q4 		$298K Buy
6,205
+1,836
+42% +$88.5K ﹤0.01% 5758
2025
Q3 		$211K Buy
4,369
+4,327
+10,302% +$208K ﹤0.01% 5865
2025
Q2 		$2.02K Sell
42
-266
-86% -$12.7K ﹤0.01% 7216
2025
Q1 		$14.7K Sell
308
-3,933
-93% -$186K ﹤0.01% 6674
2024
Q4 		$199K Buy
+4,241
New +$201K ﹤0.01% 5787
2024
Q3 		– Sell
-11,998
Closed -$564K – 7946
2024
Q2 		$564K Buy
+11,998
New +$563K ﹤0.01% 5235
2024
Q1 		– Sell
-2
Closed -$128 – 7852
2023
Q4 		$128 Sell
2
-78
-98% -$3.63K ﹤0.01% 7414
2023
Q3 		$3.71K Hold
80
– – ﹤0.01% 6982
2023
Q2 		$3.71K Buy
+80
New +$3.73K ﹤0.01% 7046

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

Morgan Stanley's DFSD Position: Q1 2026 in Review

Morgan Stanley increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 10% in Q1 2026, buying an estimated $30.2K and bringing the position to 6,833 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #5677.

Morgan Stanley first reported a position in DFSD in Q2 2023 and has held it in 10 quarters since. The position peaked at $564K in Q2 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Morgan Stanley held 6,833 shares of Dimensional Short-Duration Fixed Income ETF worth $327K as of Q1 2026.
  • Morgan Stanley bought 628 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $30.2K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5677 holding.
  • Morgan Stanley first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 10 quarters since.
  • Morgan Stanley's Dimensional Short-Duration Fixed Income ETF position peaked at $564K in Q2 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.