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DFSD

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

NewEdge 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 		$190K Buy
3,972
+367
+10% +$17.7K ﹤0.01% 2606
2025
Q4 		$173K Buy
3,605
+25
+0.7% +$1.21K ﹤0.01% 2623
2025
Q3 		$173K Buy
3,580
+184
+5% +$8.86K ﹤0.01% 2442
2025
Q2 		$163K Buy
3,396
+1,322
+64% +$63K ﹤0.01% 2279
2025
Q1 		$98.6K Buy
+2,074
New +$97.9K ﹤0.01% 2295
2024
Q3 		– Sell
-136,165
Closed -$6.4M – 3845
2024
Q2 		$6.4M Buy
136,165
+3,880
+3% +$182K 0.05% 369
2024
Q1 		$6.22M Buy
132,285
+15,293
+13% +$719K 0.05% 333
2023
Q4 		$5.49M Buy
116,992
+101,707
+665% +$4.74M 0.05% 334
2023
Q3 		$709K Buy
15,285
+4,340
+40% +$202K 0.01% 1023
2023
Q2 		$507K Buy
10,945
+399
+4% +$18.6K 0.01% 1181
2023
Q1 		$492K Buy
10,546
+4,527
+75% +$210K 0.01% 1121
2022
Q4 		$277K Buy
+6,019
New +$276K 0.01% 1042

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

NewEdge Advisors's DFSD Position: Q1 2026 in Review

NewEdge Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 10% in Q1 2026, buying an estimated $17.7K and bringing the position to 3,972 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

NewEdge Advisors first reported a position in DFSD in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.4M in Q2 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • NewEdge Advisors held 3,972 shares of Dimensional Short-Duration Fixed Income ETF worth $190K as of Q1 2026.
  • NewEdge Advisors bought 367 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $17.7K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2606 holding.
  • NewEdge Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 12 quarters since.
  • NewEdge Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $6.4M in Q2 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.