RCAG
DFSD

Rehmann Capital Advisory Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Rehmann Capital Advisory Group’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 		$650K Sell
13,577
-1,257
-8% -$60.5K 0.03% 345
2025
Q4 		$712K Sell
14,834
-590
-4% -$28.4K 0.04% 314
2025
Q3 		$743K Sell
15,424
-10,445
-40% -$503K 0.04% 295
2025
Q2 		$1.24M Sell
25,869
-447
-2% -$21.3K 0.08% 180
2025
Q1 		$1.25M Buy
26,316
+761
+3% +$35.9K 0.08% 184
2024
Q4 		$1.2M Buy
25,555
+11,438
+81% +$541K 0.08% 193
2024
Q3 		$674K Sell
14,117
-6
-0% -$285 0.04% 281
2024
Q2 		$664K Buy
14,123
+1,572
+13% +$73.8K 0.05% 266
2024
Q1 		$590K Buy
12,551
+3,478
+38% +$163K 0.04% 285
2023
Q4 		$427K Buy
9,073
+2
+0% +$93 0.04% 343
2023
Q3 		$421K Buy
9,071
+1
+0% +$46 0.04% 329
2023
Q2 		$420K Buy
9,070
+1
+0% +$47 0.04% 337
2023
Q1 		$423K Sell
9,069
-33
-0.4% -$1.53K 0.04% 333
2022
Q4 		$420K Buy
9,102
+832
+10% +$38.2K 0.04% 328
2022
Q3 		$380K Buy
8,270
+2,001
+32% +$93.7K 0.04% 337
2022
Q2 		$294K Buy
+6,269
New +$296K 0.03% 381

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

Rehmann Capital Advisory Group's DFSD Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.5% in Q1 2026, selling an estimated $60.5K and leaving 13,577 shares worth $650K. The position accounts for 0.03% of the portfolio, ranked #345.

Rehmann Capital Advisory Group first reported a position in DFSD in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.25M in Q1 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Rehmann Capital Advisory Group held 13,577 shares of Dimensional Short-Duration Fixed Income ETF worth $650K as of Q1 2026.
  • Rehmann Capital Advisory Group sold 1,257 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $60.5K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #345 holding.
  • Rehmann Capital Advisory Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 16 quarters since.
  • Rehmann Capital Advisory Group's Dimensional Short-Duration Fixed Income ETF position peaked at $1.25M in Q1 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.