SIC
DFSD

Samalin Investment Counsel’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Samalin Investment Counsel’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 		$1.39M Buy
29,098
+429
+1% +$20.6K 0.49% 50
2025
Q4 		$1.37M Sell
28,669
-852
-3% -$41.1K 0.49% 47
2025
Q3 		$1.42M Buy
29,521
+1,686
+6% +$81.1K 0.49% 48
2025
Q2 		$1.34M Sell
27,835
-4,988
-15% -$238K 0.51% 44
2025
Q1 		$1.56M Buy
32,823
+305
+0.9% +$14.4K 0.63% 32
2024
Q4 		$1.52M Buy
32,518
+496
+2% +$23.5K 0.65% 33
2024
Q3 		$1.53M Buy
32,022
+1,188
+4% +$56.4K 0.67% 35
2024
Q2 		$1.45M Buy
30,834
+160
+0.5% +$7.51K 0.68% 30
2024
Q1 		$1.44M Sell
30,674
-7,183
-19% -$338K 0.69% 30
2023
Q4 		$1.78M Sell
37,857
-1,594
-4% -$74.2K 0.9% 23
2023
Q3 		$1.83M Buy
39,451
+1,696
+4% +$78.8K 1.05% 19
2023
Q2 		$1.75M Sell
37,755
-3,072
-8% -$143K 0.95% 23
2023
Q1 		$1.91M Buy
40,827
+5,878
+17% +$273K 1.15% 13
2022
Q4 		$1.61M Buy
34,949
+25,731
+279% +$1.18M 1.02% 20
2022
Q3 		$424K Buy
+9,218
New +$431K 0.31% 98

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

Samalin Investment Counsel's DFSD Position: Q1 2026 in Review

Samalin Investment Counsel increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.5% in Q1 2026, buying an estimated $20.6K and bringing the position to 29,098 shares worth $1.39M. The position accounts for 0.49% of the portfolio, ranked #50.

Samalin Investment Counsel first reported a position in DFSD in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.91M in Q1 2023. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Samalin Investment Counsel held 29,098 shares of Dimensional Short-Duration Fixed Income ETF worth $1.39M as of Q1 2026.
  • Samalin Investment Counsel bought 429 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $20.6K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.49% of Samalin Investment Counsel's portfolio in Q1 2026, its #50 holding.
  • Samalin Investment Counsel first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 15 quarters since.
  • Samalin Investment Counsel's Dimensional Short-Duration Fixed Income ETF position peaked at $1.91M in Q1 2023.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.