MFC
DFSD

Morris Financial Concepts’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Morris Financial Concepts’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 		$1.43M Buy
29,773
+865
+3% +$41.6K 0.48% 37
2025
Q4 		$1.39M Sell
28,908
-1,671
-5% -$80.5K 0.49% 38
2025
Q3 		$1.47M Buy
30,579
+779
+3% +$37.5K 0.53% 36
2025
Q2 		$1.43M Sell
29,800
-630
-2% -$30K 0.57% 34
2025
Q1 		$1.45M Buy
30,430
+875
+3% +$41.3K 0.61% 30
2024
Q4 		$1.39M Buy
29,555
+896
+3% +$42.4K 0.59% 27
2024
Q3 		$1.37M Buy
28,659
+1,156
+4% +$54.9K 0.59% 31
2024
Q2 		$1.29M Buy
27,503
+2,073
+8% +$97.3K 0.62% 31
2024
Q1 		$1.2M Buy
25,430
+1,310
+5% +$61.6K 0.61% 29
2023
Q4 		$1.13M Buy
24,120
+565
+2% +$26.3K 0.65% 29
2023
Q3 		$1.09M Buy
23,555
+1,428
+6% +$66.4K 0.73% 29
2023
Q2 		$1.03M Buy
22,127
+2,451
+12% +$114K 0.66% 29
2023
Q1 		$918K Buy
19,676
+3,889
+25% +$181K 0.65% 31
2022
Q4 		$728K Buy
+15,787
New +$725K 0.59% 34

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

Morris Financial Concepts's DFSD Position: Q1 2026 in Review

Morris Financial Concepts increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3% in Q1 2026, buying an estimated $41.6K and bringing the position to 29,773 shares worth $1.43M. The position accounts for 0.48% of the portfolio, ranked #37.

Morris Financial Concepts first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.47M in Q3 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Morris Financial Concepts held 29,773 shares of Dimensional Short-Duration Fixed Income ETF worth $1.43M as of Q1 2026.
  • Morris Financial Concepts bought 865 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $41.6K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.48% of Morris Financial Concepts's portfolio in Q1 2026, its #37 holding.
  • Morris Financial Concepts first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Morris Financial Concepts's Dimensional Short-Duration Fixed Income ETF position peaked at $1.47M in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.