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DFSD

NWAM LLC’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

NWAM LLC’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 		$846K Buy
17,661
+978
+6% +$47.1K 0.05% 316
2025
Q4 		$801K Buy
16,683
+205
+1% +$9.88K 0.04% 313
2025
Q3 		$799K Buy
16,478
+98
+0.6% +$4.72K 0.04% 317
2025
Q2 		$785K Buy
16,380
+627
+4% +$29.9K 0.05% 315
2025
Q1 		$749K Buy
15,753
+345
+2% +$16.3K 0.06% 249
2024
Q4 		$722K Buy
15,408
+732
+5% +$34.6K 0.04% 316
2024
Q3 		$701K Buy
14,676
+605
+4% +$28.7K 0.04% 317
2024
Q2 		$661K Buy
14,071
+82
+0.6% +$3.85K 0.19% 69
2024
Q1 		$657K Buy
13,989
+401
+3% +$18.8K 0.05% 280
2023
Q4 		$639K Buy
13,588
+2,421
+22% +$113K 0.05% 298
2023
Q3 		$518K Buy
11,167
+833
+8% +$38.7K 0.05% 286
2023
Q2 		$479K Buy
10,334
+103
+1% +$4.8K 0.04% 337
2023
Q1 		$477K Buy
10,231
+1,718
+20% +$79.8K 0.05% 287
2022
Q4 		$392K Sell
8,513
-14,938
-64% -$686K 0.03% 359
2022
Q3 		$1.08M Buy
23,451
+11,388
+94% +$533K 0.1% 189
2022
Q2 		$570K Buy
+12,063
New +$570K 0.05% 279

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

NWAM LLC's DFSD Position: Q1 2026 in Review

NWAM LLC increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.9% in Q1 2026, buying an estimated $47.1K and bringing the position to 17,661 shares worth $846K. The position accounts for 0.05% of the portfolio, ranked #316.

NWAM LLC first reported a position in DFSD in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.08M in Q3 2022. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • NWAM LLC held 17,661 shares of Dimensional Short-Duration Fixed Income ETF worth $846K as of Q1 2026.
  • NWAM LLC bought 978 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $47.1K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.05% of NWAM LLC's portfolio in Q1 2026, its #316 holding.
  • NWAM LLC first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 16 quarters since.
  • NWAM LLC's Dimensional Short-Duration Fixed Income ETF position peaked at $1.08M in Q3 2022.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.