OMC
DFSD

Old Mission Capital’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Old Mission Capital’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 		– Sell
-13,806
Closed -$662K – 1116
2025
Q4 		$662K Buy
+13,806
New +$665K 0.02% 569
2025
Q2 		– Sell
-23,938
Closed -$1.14M – 1100
2025
Q1 		$1.14M Buy
+23,938
New +$1.13M 0.02% 355
2024
Q4 		– Sell
-30,116
Closed -$1.44M – 972
2024
Q3 		$1.44M Buy
30,116
+18,289
+155% +$868K 0.02% 389
2024
Q2 		$556K Sell
11,827
-54,964
-82% -$2.58M 0.01% 683
2024
Q1 		$3.14M Buy
+66,791
New +$3.14M 0.05% 239
2023
Q3 		– Sell
-15,264
Closed -$707K – 1336
2023
Q2 		$707K Buy
15,264
+8,839
+138% +$412K 0.02% 539
2023
Q1 		$300K Sell
6,425
-72,381
-92% -$3.36M 0.01% 987
2022
Q4 		$3.63M Buy
78,806
+62,922
+396% +$2.89M 0.1% 196
2022
Q3 		$731K Sell
15,884
-20,982
-57% -$982K 0.02% 497
2022
Q2 		$1.73M Buy
36,866
+8,199
+29% +$387K 0.05% 378
2022
Q1 		$1.37M Sell
28,667
-53,852
-65% -$2.63M 0.04% 385
2021
Q4 		$4.13M Buy
+82,519
New +$4.13M 0.17% 106

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

Old Mission Capital's DFSD Position: Q1 2026 in Review

Old Mission Capital sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2026, closing a stake of 13,806 shares — an estimated $662K sold.

Old Mission Capital first reported a position in DFSD in Q4 2021 and held it in 12 quarters. The position peaked at $4.13M in Q4 2021. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Old Mission Capital reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Old Mission Capital sold 13,806 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $662K.
  • Old Mission Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and held it in 12 quarters.
  • Old Mission Capital's Dimensional Short-Duration Fixed Income ETF position peaked at $4.13M in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.