NRW
DFSD

Nova R Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Nova R Wealth’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 		$19.4M Buy
406,451
+17,238
+4% +$825K 5.66% 6
2026
Q1 		$18.6M Buy
389,213
+25,718
+7% +$1.24M 5.95% 4
2025
Q4 		$17.4M Buy
363,495
+57,916
+19% +$2.79M 6.35% 3
2025
Q3 		$14.7M Buy
305,579
+168,418
+123% +$8.11M 6.24% 3
2025
Q2 		$6.59M Buy
137,161
+5,465
+4% +$260K 3.06% 11
2025
Q1 		$6.26M Buy
131,696
+110,289
+515% +$5.21M 3.1% 11
2024
Q4 		$1M Buy
+21,407
New +$1.01M 0.51% 38

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

Nova R Wealth's DFSD Position: Q2 2026 in Review

Nova R Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.4% in Q2 2026, buying an estimated $825K and bringing the position to 406,451 shares worth $19.4M. The position accounts for 5.66% of the portfolio, ranked #6.

Nova R Wealth first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Nova R Wealth held 406,451 shares of Dimensional Short-Duration Fixed Income ETF worth $19.4M as of Q2 2026.
  • Nova R Wealth bought 17,238 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $825K.
  • Dimensional Short-Duration Fixed Income ETF made up 5.66% of Nova R Wealth's portfolio in Q2 2026, its #6 holding.
  • Nova R Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.