NFP
DFSD

Narus Financial Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Narus Financial Partners’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 		$2.23M Sell
46,587
-208
-0.4% -$10K 0.58% 31
2025
Q4 		$2.24M Sell
46,795
-3,023
-6% -$146K 0.62% 31
2025
Q3 		$2.4M Sell
49,818
-3,912
-7% -$188K 0.66% 27
2025
Q2 		$2.58M Sell
53,730
-2,370
-4% -$113K 0.81% 20
2025
Q1 		$2.67M Buy
56,100
+6,553
+13% +$309K 0.91% 20
2024
Q4 		$2.32M Buy
49,547
+14,141
+40% +$669K 0.79% 27
2024
Q3 		$1.69M Buy
35,406
+11,609
+49% +$551K 0.61% 37
2024
Q2 		$1.12M Buy
23,797
+4,038
+20% +$190K 0.45% 48
2024
Q1 		$929K Buy
19,759
+12,829
+185% +$603K 0.4% 53
2023
Q4 		$326K Buy
+6,930
New +$323K 0.16% 95

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

Narus Financial Partners's DFSD Position: Q1 2026 in Review

Narus Financial Partners reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.44% in Q1 2026, selling an estimated $10K and leaving 46,587 shares worth $2.23M. The position accounts for 0.58% of the portfolio, ranked #31.

Narus Financial Partners first reported a position in DFSD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.67M in Q1 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Narus Financial Partners held 46,587 shares of Dimensional Short-Duration Fixed Income ETF worth $2.23M as of Q1 2026.
  • Narus Financial Partners sold 208 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $10K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.58% of Narus Financial Partners's portfolio in Q1 2026, its #31 holding.
  • Narus Financial Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • Narus Financial Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $2.67M in Q1 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.