PF
DFSD

PlanWiser Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

PlanWiser Financial’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 		$1.13M Buy
23,700
+1,419
+6% +$67.9K 0.79% 34
2026
Q1 		$1.07M Buy
+22,281
New +$1.07M 0.78% 30
2025
Q2 		– Sell
-21,395
Closed -$1.02M – 47
2025
Q1 		$1.02M Buy
+21,395
New +$1.01M 0.92% 31

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

PlanWiser Financial's DFSD Position: Q2 2026 in Review

PlanWiser Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6.4% in Q2 2026, buying an estimated $67.9K and bringing the position to 23,700 shares worth $1.13M. The position accounts for 0.79% of the portfolio, ranked #34.

PlanWiser Financial first reported a position in DFSD in Q1 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • PlanWiser Financial held 23,700 shares of Dimensional Short-Duration Fixed Income ETF worth $1.13M as of Q2 2026.
  • PlanWiser Financial bought 1,419 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $67.9K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.79% of PlanWiser Financial's portfolio in Q2 2026, its #34 holding.
  • PlanWiser Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.