RWS
DFSD

Retirement Wealth Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Retirement Wealth Solutions’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
2025
Q3 		– Sell
-930
Closed -$44.6K – 843
2025
Q2 		$44.6K Buy
+930
New +$44.3K 0.03% 98

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Retirement Wealth Solutions's DFSD Position: Q3 2025 in Review

Retirement Wealth Solutions sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2025, closing a stake of 930 shares — an estimated $44.6K sold.

Retirement Wealth Solutions first reported a position in DFSD in Q2 2025 and held it in 1 quarter. The position peaked at $44.6K in Q2 2025. 364 funds tracked by Wall St. Rank hold DFSD as of Q3 2025.

  • Retirement Wealth Solutions reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 930 Dimensional Short-Duration Fixed Income ETF shares in Q3 2025, an estimated $44.6K.
  • Retirement Wealth Solutions first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and held it in 1 quarter.
  • Retirement Wealth Solutions's Dimensional Short-Duration Fixed Income ETF position peaked at $44.6K in Q2 2025.
  • 364 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2025.

Based on Retirement Wealth Solutions's 13F filing for Q3 2025, filed 8 Oct 2025.