Northwestern Mutual Wealth Management
DFSD

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

Northwestern Mutual 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
Q1 		$34.4K Buy
719
+29
+4% +$1.4K ﹤0.01% 2587
2025
Q4 		$33.1K Buy
690
+5
+0.7% +$241 ﹤0.01% 2557
2025
Q3 		$33K Sell
685
-4,176
-86% -$201K ﹤0.01% 2490
2025
Q2 		$233K Buy
4,861
+4,422
+1,007% +$211K ﹤0.01% 1673
2025
Q1 		$20.9K Buy
439
+430
+4,778% +$20.3K ﹤0.01% 2495
2024
Q4 		$422 Hold
9
– – ﹤0.01% 3399
2024
Q3 		$430 Buy
+9
New +$427 ﹤0.01% 3354
2024
Q1 		– Sell
-131
Closed -$6.16K – 3619
2023
Q4 		$6.16K Buy
+131
New +$6.1K ﹤0.01% 2800

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

Northwestern Mutual Wealth Management's DFSD Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.2% in Q1 2026, buying an estimated $1.4K and bringing the position to 719 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

Northwestern Mutual Wealth Management first reported a position in DFSD in Q4 2023 and has held it in 8 quarters since. The position peaked at $233K in Q2 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Northwestern Mutual Wealth Management held 719 shares of Dimensional Short-Duration Fixed Income ETF worth $34.4K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 29 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $1.4K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2587 holding.
  • Northwestern Mutual Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 8 quarters since.
  • Northwestern Mutual Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $233K in Q2 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.