NWM
DFSD

Navigoe Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Navigoe Wealth Management’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 		$740K Buy
15,501
+416
+3% +$19.9K 0.39% 25
2026
Q1 		$722K Hold
15,085
– – 0.43% 24
2025
Q4 		$723K Hold
15,085
– – 0.45% 25
2025
Q3 		$726K Hold
15,085
– – 0.46% 25
2025
Q2 		$724K Hold
15,085
– – 0.55% 24
2025
Q1 		$716K Hold
15,085
– – 0.62% 24
2024
Q4 		$707K Buy
+15,085
New +$714K 0.69% 22

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

Navigoe Wealth Management's DFSD Position: Q2 2026 in Review

Navigoe Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.8% in Q2 2026, buying an estimated $19.9K and bringing the position to 15,501 shares worth $740K. The position accounts for 0.39% of the portfolio, ranked #25.

Navigoe Wealth Management first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Navigoe Wealth Management held 15,501 shares of Dimensional Short-Duration Fixed Income ETF worth $740K as of Q2 2026.
  • Navigoe Wealth Management bought 416 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $19.9K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.39% of Navigoe Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Navigoe Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.