RWM
DFSD

Ruedi Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Ruedi Wealth Management’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 		$52.5M Buy
1,097,303
+54,458
+5% +$2.62M 13.53% 3
2025
Q4 		$50M Buy
1,042,845
+71,749
+7% +$3.46M 13.1% 2
2025
Q3 		$46.8M Buy
971,096
+41,532
+4% +$2M 13.1% 3
2025
Q2 		$44.6M Buy
929,564
+37,593
+4% +$1.79M 13.24% 3
2025
Q1 		$42.4M Buy
891,971
+11,016
+1% +$520K 13.26% 2
2024
Q4 		$41.3M Buy
880,955
+283,905
+48% +$13.4M 13.04% 2
2024
Q3 		$28.5M Buy
597,050
+230,951
+63% +$11M 9.78% 2
2024
Q2 		$17.2M Buy
366,099
+130,358
+55% +$6.12M 6.78% 2
2024
Q1 		$11.1M Buy
235,741
+92,000
+64% +$4.32M 4.67% 7
2023
Q4 		$6.76M Buy
143,741
+61,540
+75% +$2.87M 3.19% 9
2023
Q3 		$3.81M Buy
82,201
+6,968
+9% +$324K 2.18% 11
2023
Q2 		$3.49M Buy
75,233
+22,828
+44% +$1.06M 2.05% 12
2023
Q1 		$2.45M Buy
52,405
+1,294
+3% +$60.1K 1.57% 13
2022
Q4 		$2.36M Buy
+51,111
New +$2.35M 1.66% 12

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

Ruedi Wealth Management's DFSD Position: Q1 2026 in Review

Ruedi Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.2% in Q1 2026, buying an estimated $2.62M and bringing the position to 1,097,303 shares worth $52.5M. The position accounts for 13.53% of the portfolio, ranked #3.

Ruedi Wealth Management first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Ruedi Wealth Management held 1,097,303 shares of Dimensional Short-Duration Fixed Income ETF worth $52.5M as of Q1 2026.
  • Ruedi Wealth Management bought 54,458 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $2.62M.
  • Dimensional Short-Duration Fixed Income ETF made up 13.53% of Ruedi Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Ruedi Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.