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
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 $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

Savvy Advisors Inc's DFSD Position: Q1 2026 in Review

Savvy Advisors Inc increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 201% in Q1 2026, buying an estimated $3.13M and bringing the position to 97,554 shares worth $4.67M. The position accounts for 0.12% of the portfolio, ranked #130.

Savvy Advisors Inc first reported a position in DFSD in Q1 2024 and has held it in 7 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Savvy Advisors Inc held 97,554 shares of Dimensional Short-Duration Fixed Income ETF worth $4.67M as of Q1 2026.
  • Savvy Advisors Inc bought 65,093 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $3.13M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.12% of Savvy Advisors Inc's portfolio in Q1 2026, its #130 holding.
  • Savvy Advisors Inc first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 7 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.