SC
DFSD

Savant Capital’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Savant Capital’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 		$175M Sell
3,654,844
-249,121
-6% -$11.9M 0.51% 34
2026
Q1 		$187M Sell
3,903,965
-111,094
-3% -$5.34M 0.9% 20
2025
Q4 		$193M Sell
4,015,059
-54,751
-1% -$2.64M 1.1% 16
2025
Q3 		$196M Buy
4,069,810
+485,578
+14% +$23.4M 1.19% 16
2025
Q2 		$172M Buy
3,584,232
+615,916
+21% +$29.3M 1.24% 15
2025
Q1 		$141M Buy
2,968,316
+659,534
+29% +$31.1M 1.19% 17
2024
Q4 		$108M Buy
2,308,782
+651,492
+39% +$30.8M 0.85% 21
2024
Q3 		$79.1M Buy
1,657,290
+470,573
+40% +$22.3M 0.66% 27
2024
Q2 		$55.8M Buy
1,186,717
+282,942
+31% +$13.3M 0.56% 32
2024
Q1 		$42.5M Buy
903,775
+270,347
+43% +$12.7M 0.49% 39
2023
Q4 		$29.8M Buy
633,428
+230,314
+57% +$10.7M 0.38% 51
2023
Q3 		$18.7M Buy
403,114
+89,688
+29% +$4.17M 0.28% 66
2023
Q2 		$14.5M Buy
313,426
+62,025
+25% +$2.89M 0.23% 81
2023
Q1 		$11.7M Buy
251,401
+107,588
+75% +$5M 0.22% 77
2022
Q4 		$5.05M Buy
+143,813
New +$6.6M 0.12% 93

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

Savant Capital's DFSD Position: Q2 2026 in Review

Savant Capital reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6.4% in Q2 2026, selling an estimated $11.9M and leaving 3,654,844 shares worth $175M. The position accounts for 0.51% of the portfolio, ranked #34.

Savant Capital first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $196M in Q3 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Savant Capital held 3,654,844 shares of Dimensional Short-Duration Fixed Income ETF worth $175M as of Q2 2026.
  • Savant Capital sold 249,121 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $11.9M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.51% of Savant Capital's portfolio in Q2 2026, its #34 holding.
  • Savant Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Savant Capital's Dimensional Short-Duration Fixed Income ETF position peaked at $196M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.