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DFSD

Root Financial Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Root Financial Partners’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 		$174M Buy
3,637,085
+645,949
+22% +$30.9M 6.75% 5
2026
Q1 		$143M Buy
2,991,136
+506,613
+20% +$24.4M 6.62% 3
2025
Q4 		$119M Buy
2,484,523
+626,808
+34% +$30.2M 6.09% 3
2025
Q3 		$89.5M Buy
1,857,715
+665,421
+56% +$32M 5.52% 3
2025
Q2 		$57.2M Buy
1,192,294
+106,401
+10% +$5.07M 5.53% 3
2025
Q1 		$51.6M Buy
1,085,893
+276,591
+34% +$13.1M 5.5% 6
2024
Q4 		$37.9M Buy
809,302
+243,457
+43% +$11.5M 4.7% 7
2024
Q3 		$27M Buy
565,845
+188,043
+50% +$8.92M 4.32% 8
2024
Q2 		$17.8M Buy
377,802
+118,930
+46% +$5.58M 4.16% 8
2024
Q1 		$12.2M Buy
258,872
+85,107
+49% +$4M 3.61% 8
2023
Q4 		$8.17M Buy
173,765
+42,105
+32% +$1.96M 3.07% 8
2023
Q3 		$6.11M Buy
131,660
+27,726
+27% +$1.29M 3.23% 8
2023
Q2 		$4.82M Buy
103,934
+22,046
+27% +$1.03M 2.87% 8
2023
Q1 		$3.82M Buy
+81,888
New +$3.8M 2.73% 8

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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Root Financial Partners's DFSD Position: Q2 2026 in Review

Root Financial Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 22% in Q2 2026, buying an estimated $30.9M and bringing the position to 3,637,085 shares worth $174M. The position accounts for 6.75% of the portfolio, ranked #5.

Root Financial Partners first reported a position in DFSD in Q1 2023 and has held it in 14 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Root Financial Partners held 3,637,085 shares of Dimensional Short-Duration Fixed Income ETF worth $174M as of Q2 2026.
  • Root Financial Partners bought 645,949 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $30.9M.
  • Dimensional Short-Duration Fixed Income ETF made up 6.75% of Root Financial Partners's portfolio in Q2 2026, its #5 holding.
  • Root Financial Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.