OPS
DFSD

Orion Portfolio Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$3.87M Buy
81,477
+11,763
+17% +$555K 0.04% 428
2024
Q4 		$3.27M Buy
69,714
+18,850
+37% +$892K 0.03% 472
2024
Q3 		$2.43M Sell
50,864
-2,365
-4% -$112K 0.02% 594
2024
Q2 		$2.5M Buy
53,229
+12,252
+30% +$575K 0.03% 542
2024
Q1 		$1.93M Sell
40,977
-20,291
-33% -$954K 0.02% 677
2023
Q4 		$2.87M Sell
61,268
-22,014
-26% -$1.03M 0.03% 461
2023
Q3 		$3.86M Buy
83,282
+6,344
+8% +$295K 0.05% 361
2023
Q2 		$3.57M Buy
76,938
+49,041
+176% +$2.28M 0.04% 424
2023
Q1 		$1.3M Buy
27,897
+18,887
+210% +$877K 0.02% 769
2022
Q4 		$415K Sell
9,010
-865
-9% -$39.7K 0.01% 552
2022
Q3 		$454K Sell
9,875
-1,150
-10% -$53.8K 0.02% 452
2022
Q2 		$517K Sell
11,025
-1,343
-11% -$63.4K 0.02% 389
2022
Q1 		$592K Buy
12,368
+2,798
+29% +$137K 0.02% 381
2021
Q4 		$479K Buy
+9,570
New +$479K 0.02% 439

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
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
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Orion Portfolio Solutions's DFSD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 17% in Q1 2025, buying an estimated $555K and bringing the position to 81,477 shares worth $3.87M. The position accounts for 0.04% of the portfolio, ranked #428.

Orion Portfolio Solutions first reported a position in DFSD in Q4 2021 and has held it in 14 quarters since. 339 funds tracked by Wall St. Rank hold DFSD as of Q1 2025.

  • Orion Portfolio Solutions held 81,477 shares of Dimensional Short-Duration Fixed Income ETF worth $3.87M as of Q1 2025.
  • Orion Portfolio Solutions bought 11,763 Dimensional Short-Duration Fixed Income ETF shares in Q1 2025, an estimated $555K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #428 holding.
  • Orion Portfolio Solutions first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 14 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.