OCM
DFSD

Orion Capital Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Orion Capital Management’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 		$19.9K Hold
415
– – 0.01% 330
2025
Q4 		$19.9K Hold
415
– – 0.01% 348
2025
Q3 		$20K Hold
415
– – 0.01% 343
2025
Q2 		$19.9K Sell
415
-107
-20% -$5.09K 0.01% 322
2025
Q1 		$24.8K Hold
522
– – 0.01% 296
2024
Q4 		$24.5K Buy
+522
New +$24.7K 0.01% 300
2024
Q3 		– Sell
-600
Closed -$28.2K – 233
2024
Q2 		$28.2K Hold
600
– – 0.01% 282
2024
Q1 		$28.2K Hold
600
– – 0.02% 301
2023
Q4 		$28.2K Hold
600
– – 0.02% 300
2023
Q3 		$27.8K Sell
600
-3,872
-87% -$180K 0.02% 288
2023
Q2 		$207K Sell
4,472
-9,355
-68% -$436K 0.14% 123
2023
Q1 		$645K Buy
13,827
+1,440
+12% +$66.9K 0.43% 47
2022
Q4 		$571K Buy
12,387
+7,113
+135% +$327K 0.42% 50
2022
Q3 		$243K Buy
5,274
+3,784
+254% +$177K 0.2% 89
2022
Q2 		$70K Buy
+1,490
New +$70.4K 0.05% 177

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

Orion Capital Management's DFSD Position: Q1 2026 in Review

Orion Capital Management held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q1 2026 at 415 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #330.

Orion Capital Management first reported a position in DFSD in Q2 2022 and has held it in 15 quarters since. The position peaked at $645K in Q1 2023. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Orion Capital Management held 415 shares of Dimensional Short-Duration Fixed Income ETF worth $19.9K as of Q1 2026.
  • Orion Capital Management left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Orion Capital Management's portfolio in Q1 2026, its #330 holding.
  • Orion Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 15 quarters since.
  • Orion Capital Management's Dimensional Short-Duration Fixed Income ETF position peaked at $645K in Q1 2023.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.