O3W
DFSD

Omni 360 Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Omni 360 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 		$419K Buy
8,773
+110
+1% +$5.27K 0.19% 91
2026
Q1 		$415K Buy
8,663
+382
+5% +$18.4K 0.21% 89
2025
Q4 		$398K Buy
8,281
+155
+2% +$7.47K 0.2% 90
2025
Q3 		$392K Buy
8,126
+4
+0% +$193 0.22% 83
2025
Q2 		$390K Hold
8,122
– – 0.24% 80
2025
Q1 		$386K Hold
8,122
– – 0.26% 75
2024
Q4 		$381K Buy
+8,122
New +$384K 0.25% 75

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Omni 360 Wealth's DFSD Position: Q2 2026 in Review

Omni 360 Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.3% in Q2 2026, buying an estimated $5.27K and bringing the position to 8,773 shares worth $419K. The position accounts for 0.19% of the portfolio, ranked #91.

Omni 360 Wealth first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Omni 360 Wealth held 8,773 shares of Dimensional Short-Duration Fixed Income ETF worth $419K as of Q2 2026.
  • Omni 360 Wealth bought 110 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $5.27K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.19% of Omni 360 Wealth's portfolio in Q2 2026, its #91 holding.
  • Omni 360 Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 103 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.