Raymond James Financial
DFSD

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

Raymond James 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 		$13.9M Buy
291,673
+12,777
+5% +$612K ﹤0.01% 1857
2026
Q1 		$13.4M Buy
278,896
+46,898
+20% +$2.26M ﹤0.01% 1778
2025
Q4 		$11.1M Buy
231,998
+170,193
+275% +$8.2M ﹤0.01% 1876
2025
Q3 		$2.98M Buy
61,805
+25,816
+72% +$1.24M ﹤0.01% 2866
2025
Q2 		$1.73M Sell
35,989
-13,861
-28% -$660K ﹤0.01% 3199
2025
Q1 		$2.37M Buy
49,850
+31,952
+179% +$1.51M ﹤0.01% 2868
2024
Q4 		$839K Buy
+17,898
New +$847K ﹤0.01% 3568

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 22.9% 1-Year Est. Return

Raymond James Financial's DFSD Position: Q2 2026 in Review

Raymond James Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.6% in Q2 2026, buying an estimated $612K and bringing the position to 291,673 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Raymond James Financial first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Raymond James Financial held 291,673 shares of Dimensional Short-Duration Fixed Income ETF worth $13.9M as of Q2 2026.
  • Raymond James Financial bought 12,777 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $612K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1857 holding.
  • Raymond James Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.