RFP
DFSD

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

RCS Financial Planning’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
Q1 		$7.78M Buy
162,515
+3,417
+2% +$164K 4.04% 7
2025
Q4 		$7.63M Buy
159,098
+3,101
+2% +$149K 3.29% 8
2025
Q3 		$7.52M Sell
155,997
-6,922
-4% -$333K 3.33% 8
2025
Q2 		$7.82M Sell
162,919
-21,908
-12% -$1.04M 3.89% 7
2025
Q1 		$8.78M Buy
184,827
+2,659
+1% +$126K 4.64% 6
2024
Q4 		$8.54M Sell
182,168
-79,259
-30% -$3.75M 4.54% 7
2024
Q3 		$12.5M Buy
261,427
+2,011
+0.8% +$95.4K 6.93% 3
2024
Q2 		$12.2M Buy
259,416
+16,227
+7% +$762K 7.19% 3
2024
Q1 		$11.4M Buy
243,189
+18,451
+8% +$867K 7.04% 3
2023
Q4 		$10.6M Sell
224,738
-40,100
-15% -$1.87M 6.91% 4
2023
Q3 		$12.3M Sell
264,838
-65,941
-20% -$3.07M 9.38% 3
2023
Q2 		$15.3M Buy
330,779
+23,909
+8% +$1.11M 12.65% 3
2023
Q1 		$14.3M Buy
306,870
+18,425
+6% +$856K 12.7% 3
2022
Q4 		$13.3M Buy
+288,445
New +$13.2M 12.91% 3

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

RCS Financial Planning's DFSD Position: Q1 2026 in Review

RCS Financial Planning increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.1% in Q1 2026, buying an estimated $164K and bringing the position to 162,515 shares worth $7.78M. The position accounts for 4.04% of the portfolio, ranked #7.

RCS Financial Planning first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.3M in Q2 2023. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • RCS Financial Planning held 162,515 shares of Dimensional Short-Duration Fixed Income ETF worth $7.78M as of Q1 2026.
  • RCS Financial Planning bought 3,417 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $164K.
  • Dimensional Short-Duration Fixed Income ETF made up 4.04% of RCS Financial Planning's portfolio in Q1 2026, its #7 holding.
  • RCS Financial Planning first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • RCS Financial Planning's Dimensional Short-Duration Fixed Income ETF position peaked at $15.3M in Q2 2023.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.