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
2026 Q2	$2.79M	Sell	58,346 -3,901	-6%	-$187K	0.09%	128
2026 Q1	$2.98M	Sell	62,247 -3,125	-5%	-$150K	0.11%	106
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 $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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SageView Advisory Group's DFSD Position: Q2 2026 in Review

SageView Advisory Group reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6.3% in Q2 2026, selling an estimated $187K and leaving 58,346 shares worth $2.79M. The position accounts for 0.09% of the portfolio, ranked #128.

SageView Advisory Group first reported a position in DFSD in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.13M in Q4 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

SageView Advisory Group held 58,346 shares of Dimensional Short-Duration Fixed Income ETF worth $2.79M as of Q2 2026.
SageView Advisory Group sold 3,901 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $187K.
Dimensional Short-Duration Fixed Income ETF made up 0.09% of SageView Advisory Group's portfolio in Q2 2026, its #128 holding.
SageView Advisory Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Dimensional Short-Duration Fixed Income ETF position peaked at $3.13M in Q4 2025.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.