SIAG
DFSD

Safeguard Investment Advisory Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Safeguard Investment 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
Q2 		$1.19M Buy
25,023
+1,228
+5% +$58.8K 0.28% 41
2026
Q1 		$1.14M Sell
23,795
-3,198
-12% -$154K 0.31% 37
2025
Q4 		$1.29M Sell
26,993
-1,426
-5% -$68.7K 0.33% 30
2025
Q3 		$1.37M Sell
28,419
-5,012
-15% -$241K 0.34% 32
2025
Q2 		$1.61M Sell
33,431
-21
-0.1% -$1K 0.4% 31
2025
Q1 		$1.59M Buy
33,452
+2,084
+7% +$98.4K 0.43% 28
2024
Q4 		$1.47M Buy
31,368
+3,376
+12% +$160K 0.4% 26
2024
Q3 		$1.34M Sell
27,992
-2,948
-10% -$140K 0.38% 28
2024
Q2 		$1.45M Buy
30,940
+972
+3% +$45.6K 0.45% 24
2024
Q1 		$1.41M Buy
29,968
+2,695
+10% +$127K 0.48% 23
2023
Q4 		$1.28M Sell
27,273
-81
-0.3% -$3.77K 0.48% 25
2023
Q3 		$1.27M Buy
27,354
+469
+2% +$21.8K 0.55% 25
2023
Q2 		$1.25M Buy
26,885
+15,367
+133% +$716K 0.53% 29
2023
Q1 		$537K Buy
+11,518
New +$535K 0.26% 47

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

Safeguard Investment Advisory Group's DFSD Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.2% in Q2 2026, buying an estimated $58.8K and bringing the position to 25,023 shares worth $1.19M. The position accounts for 0.28% of the portfolio, ranked #41.

Safeguard Investment Advisory Group first reported a position in DFSD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.61M in Q2 2025. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Safeguard Investment Advisory Group held 25,023 shares of Dimensional Short-Duration Fixed Income ETF worth $1.19M as of Q2 2026.
  • Safeguard Investment Advisory Group bought 1,228 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $58.8K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.28% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #41 holding.
  • Safeguard Investment Advisory Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Safeguard Investment Advisory Group's Dimensional Short-Duration Fixed Income ETF position peaked at $1.61M in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.