PWM
DFSD

Platform Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Platform Wealth 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
Q2 		$678K Buy
+14,201
New +$680K 0.25% 40
2025
Q4 		$1.09M Buy
+22,752
New +$1.1M 0.29% 38

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

Platform Wealth Management's DFSD Position: Q2 2026 in Review

Platform Wealth Management opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 14,201 shares worth $678K. The stake represents 0.25% of the portfolio and ranks #40 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in DFSD as recently as Q4 2025.

Platform Wealth Management first reported a position in DFSD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.09M in Q4 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Platform Wealth Management held 14,201 shares of Dimensional Short-Duration Fixed Income ETF worth $678K as of Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF was a new Platform Wealth Management position in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.25% of Platform Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Platform Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Platform Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.09M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.