SAI
DFSD

Savvy Advisors Inc’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Savvy Advisors Inc’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 		$4.61M Sell
96,593
-961
-1% -$46K 0.1% 167
2026
Q1 		$4.67M Buy
97,554
+65,093
+201% +$3.13M 0.12% 130
2025
Q4 		$1.56M Buy
32,461
+11,893
+58% +$573K 0.05% 279
2025
Q3 		$991K Buy
+20,568
New +$990K 0.05% 268
2025
Q1 		– Sell
-7,009
Closed -$329K – 521
2024
Q4 		$329K Sell
7,009
-1,481
-17% -$70.1K 0.04% 325
2024
Q3 		$405K Buy
8,490
+3,709
+78% +$176K 0.08% 208
2024
Q2 		$225K Buy
4,781
+259
+6% +$12.2K 0.07% 269
2024
Q1 		$213K Buy
+4,522
New +$213K 0.12% 207

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

Savvy Advisors Inc's DFSD Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.99% in Q2 2026, selling an estimated $46K and leaving 96,593 shares worth $4.61M. The position accounts for 0.1% of the portfolio, ranked #167.

Savvy Advisors Inc first reported a position in DFSD in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.67M in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Savvy Advisors Inc held 96,593 shares of Dimensional Short-Duration Fixed Income ETF worth $4.61M as of Q2 2026.
  • Savvy Advisors Inc sold 961 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $46K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.1% of Savvy Advisors Inc's portfolio in Q2 2026, its #167 holding.
  • Savvy Advisors Inc first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 8 quarters since.
  • Savvy Advisors Inc's Dimensional Short-Duration Fixed Income ETF position peaked at $4.67M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.