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

SageView 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
2025 Q4	$3.13M	Buy	65,372 +2,503	+4%	+$121K	0.11%	117
2025 Q3	$3.03M	Sell	62,869 -91	-0.1%	-$4.38K	0.1%	124
2025 Q2	$3.02M	Buy	62,960 +32	+0.1%	+$1.52K	0.11%	104
2025 Q1	$2.99M	Buy	62,928 +85	+0.1%	+$4.01K	0.13%	91
2024 Q4	$2.95M	Buy	62,843 +1,213	+2%	+$57.4K	0.13%	93
2024 Q3	$2.94M	Buy	+61,630	New	+$2.92M	0.15%	85
2024 Q2	–	Sell	-58,735	Closed	-$2.76M	–	100
2024 Q1	$2.76M	Buy	+58,735	New	+$2.76M	0.14%	87
2023 Q4	–	Sell	-57,786	Closed	-$2.69M	–	110
2023 Q3	$2.68M	Buy	57,786 +603	+1%	+$28K	0.15%	86
2023 Q2	$2.65M	Buy	57,183 +621	+1%	+$28.9K	0.15%	93
2023 Q1	$2.64M	Buy	56,562 +1,227	+2%	+$57K	0.17%	91
2022 Q4	$2.55M	Buy	+55,335	New	+$2.54M	0.21%	78

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DPW

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

SageView Advisory Group's DFSD Position: Q4 2025 in Review

SageView Advisory Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4% in Q4 2025, buying an estimated $121K and bringing the position to 65,372 shares worth $3.13M. The position accounts for 0.11% of the portfolio, ranked #117.

SageView Advisory Group first reported a position in DFSD in Q4 2022 and has held it in 11 quarters since. 408 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

SageView Advisory Group held 65,372 shares of Dimensional Short-Duration Fixed Income ETF worth $3.13M as of Q4 2025.
SageView Advisory Group bought 2,503 Dimensional Short-Duration Fixed Income ETF shares in Q4 2025, an estimated $121K.
Dimensional Short-Duration Fixed Income ETF made up 0.11% of SageView Advisory Group's portfolio in Q4 2025, its #117 holding.
SageView Advisory Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 11 quarters since.
408 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.