Royal Bank of Canada
DFSD

Royal Bank of Canada’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Royal Bank of Canada’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 		$15.6M Sell
326,456
-41,507
-11% -$2M ﹤0.01% 1622
2025
Q4 		$17.6M Buy
367,963
+21,122
+6% +$1.02M ﹤0.01% 1586
2025
Q3 		$16.7M Buy
346,841
+32,190
+10% +$1.55M ﹤0.01% 1787
2025
Q2 		$15.1M Sell
314,651
-100,627
-24% -$4.79M ﹤0.01% 1727
2025
Q1 		$19.7M Buy
415,278
+267,520
+181% +$12.6M ﹤0.01% 1311
2024
Q4 		$6.93M Buy
147,758
+42,934
+41% +$2.03M ﹤0.01% 2074
2024
Q3 		$5M Buy
104,824
+17,307
+20% +$821K ﹤0.01% 2276
2024
Q2 		$4.11M Buy
87,517
+28,304
+48% +$1.33M ﹤0.01% 2336
2024
Q1 		$2.79M Buy
59,213
+6,846
+13% +$322K ﹤0.01% 2658
2023
Q4 		$2.46M Buy
52,367
+14,304
+38% +$666K ﹤0.01% 2891
2023
Q3 		$1.77M Sell
38,063
-3,073
-7% -$143K ﹤0.01% 2956
2023
Q2 		$1.91M Sell
41,136
-11,949
-23% -$557K ﹤0.01% 2876
2023
Q1 		$2.48M Buy
53,085
+2,099
+4% +$97.5K ﹤0.01% 2645
2022
Q4 		$2.35M Buy
50,986
+12,137
+31% +$557K ﹤0.01% 2767
2022
Q3 		$1.79M Buy
38,849
+37,456
+2,689% +$1.75M ﹤0.01% 2945
2022
Q2 		$65K Buy
+1,393
New +$65.8K ﹤0.01% 5594

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