OIA
DFSD

OneDigital Investment Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

OneDigital Investment 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
Q2 		$185M Buy
3,880,784
+180,941
+5% +$8.66M 1.56% 7
2026
Q1 		$177M Buy
3,699,843
+142,450
+4% +$6.85M 1.73% 7
2025
Q4 		$171M Buy
3,557,393
+321,470
+10% +$15.5M 1.67% 10
2025
Q3 		$156M Buy
3,235,923
+167,635
+5% +$8.07M 1.6% 9
2025
Q2 		$147M Buy
3,068,288
+150,409
+5% +$7.16M 1.64% 9
2025
Q1 		$139M Buy
2,917,879
+205,040
+8% +$9.68M 1.64% 9
2024
Q4 		$127M Buy
2,712,839
+321,549
+13% +$15.2M 1.47% 11
2024
Q3 		$114M Buy
2,391,290
+213,916
+10% +$10.2M 1.3% 13
2024
Q2 		$102M Buy
2,177,374
+408,457
+23% +$19.2M 1.28% 13
2024
Q1 		$83.2M Buy
1,768,917
+501,299
+40% +$23.6M 1.31% 11
2023
Q4 		$59.6M Buy
1,267,618
+1,224,914
+2,868% +$57.1M 1.04% 18
2023
Q3 		$1.98M Buy
42,704
+27,139
+174% +$1.26M 0.04% 288
2023
Q2 		$721K Buy
+15,565
New +$725K 0.02% 501

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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

OneDigital Investment Advisors's DFSD Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.9% in Q2 2026, buying an estimated $8.66M and bringing the position to 3,880,784 shares worth $185M. The position accounts for 1.56% of the portfolio, ranked #7.

OneDigital Investment Advisors first reported a position in DFSD in Q2 2023 and has held it in 13 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • OneDigital Investment Advisors held 3,880,784 shares of Dimensional Short-Duration Fixed Income ETF worth $185M as of Q2 2026.
  • OneDigital Investment Advisors bought 180,941 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $8.66M.
  • Dimensional Short-Duration Fixed Income ETF made up 1.56% of OneDigital Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • OneDigital Investment Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.