ODA
DFSD

One Degree Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

One Degree Advisors’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 		$16.1M Buy
336,546
+15,606
+5% +$751K 4.23% 6
2025
Q4 		$15.4M Buy
320,940
+10,440
+3% +$503K 4.23% 6
2025
Q3 		$15M Buy
310,500
+39,088
+14% +$1.88M 4.59% 5
2025
Q2 		$13M Buy
271,412
+15,491
+6% +$738K 4.64% 6
2025
Q1 		$12.2M Buy
255,921
+3,741
+1% +$177K 5.01% 6
2024
Q4 		$11.9M Buy
252,180
+7,868
+3% +$372K 4.84% 5
2024
Q3 		$11.7M Buy
244,312
+239,476
+4,952% +$11.4M 4.92% 6
2024
Q2 		$227K Buy
+4,836
New +$227K 0.11% 52
2024
Q1 		– Sell
-4,293
Closed -$202K – 51
2023
Q4 		$202K Buy
+4,293
New +$200K 0.1% 53

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

One Degree Advisors's DFSD Position: Q1 2026 in Review

One Degree Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.9% in Q1 2026, buying an estimated $751K and bringing the position to 336,546 shares worth $16.1M. The position accounts for 4.23% of the portfolio, ranked #6.

One Degree Advisors first reported a position in DFSD in Q4 2023 and has held it in 9 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • One Degree Advisors held 336,546 shares of Dimensional Short-Duration Fixed Income ETF worth $16.1M as of Q1 2026.
  • One Degree Advisors bought 15,606 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $751K.
  • Dimensional Short-Duration Fixed Income ETF made up 4.23% of One Degree Advisors's portfolio in Q1 2026, its #6 holding.
  • One Degree Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 9 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on One Degree Advisors's 13F filing for Q1 2026, filed 1 May 2026.