PA
DFSD

Powerhouse Assets’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Powerhouse Assets’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 		$3.05M Sell
63,824
-4,424
-6% -$212K 2.48% 7
2026
Q1 		$3.27M Buy
68,248
+5,953
+10% +$286K 2.84% 7
2025
Q4 		$2.99M Buy
+62,295
New +$3M 2.63% 7

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

Powerhouse Assets's DFSD Position: Q2 2026 in Review

Powerhouse Assets reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6.5% in Q2 2026, selling an estimated $212K and leaving 63,824 shares worth $3.05M. The position accounts for 2.48% of the portfolio, ranked #7.

Powerhouse Assets first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.27M in Q1 2026. 448 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Powerhouse Assets held 63,824 shares of Dimensional Short-Duration Fixed Income ETF worth $3.05M as of Q2 2026.
  • Powerhouse Assets sold 4,424 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $212K.
  • Dimensional Short-Duration Fixed Income ETF made up 2.48% of Powerhouse Assets's portfolio in Q2 2026, its #7 holding.
  • Powerhouse Assets first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Powerhouse Assets's Dimensional Short-Duration Fixed Income ETF position peaked at $3.27M in Q1 2026.
  • 448 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Powerhouse Assets's 13F filing for Q2 2026, filed 23 Jul 2026.