Mutual Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Mutual Advisors’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	$285K	Buy	5,949 +664	+13%	+$31.9K	0.01%	1146
2025 Q4	$253K	Buy	5,285 +14	+0.3%	+$675	0.01%	1158
2025 Q3	$255K	Buy	5,271 +92	+2%	+$4.43K	0.01%	1121
2025 Q2	$248K	Buy	5,179 +919	+22%	+$43.8K	0.01%	1047
2025 Q1	$203K	Buy	+4,260	New	+$201K	0.01%	1030
2024 Q3	–	Sell	-15,160	Closed	-$716K	–	1106
2024 Q2	$716K	Buy	+15,160	New	+$712K	0.02%	592
2023 Q4	–	Sell	-5,134	Closed	-$238K	–	1024
2023 Q3	$238K	Hold	5,134	–	–	0.01%	866
2023 Q2	$238K	Sell	5,134 -1,034	-17%	-$48.2K	0.01%	887
2023 Q1	$288K	Buy	6,168 +750	+14%	+$34.8K	0.01%	792
2022 Q4	$250K	Sell	5,418 -760	-12%	-$34.9K	0.01%	798
2022 Q3	$284K	Sell	6,178 -1,240	-17%	-$58K	0.01%	724
2022 Q2	$348K	Buy	+7,418	New	+$350K	0.02%	634

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Mutual Advisors's DFSD Position: Q1 2026 in Review

Mutual Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 13% in Q1 2026, buying an estimated $31.9K and bringing the position to 5,949 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #1146.

Mutual Advisors first reported a position in DFSD in Q2 2022 and has held it in 12 quarters since. The position peaked at $716K in Q2 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

Mutual Advisors held 5,949 shares of Dimensional Short-Duration Fixed Income ETF worth $285K as of Q1 2026.
Mutual Advisors bought 664 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $31.9K.
Dimensional Short-Duration Fixed Income ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1146 holding.
Mutual Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 12 quarters since.
Mutual Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $716K in Q2 2024.
427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.