SWA
DFSD

Sax Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Sax Wealth Advisors’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 		$11.7M Sell
244,768
-29,557
-11% -$1.42M 0.48% 35
2026
Q1 		$13.2M Hold
274,325
– – 0.64% 26
2025
Q4 		$13.2M Sell
274,325
-76,807
-22% -$3.7M 0.62% 27
2025
Q3 		$16.9M Sell
351,132
-128,846
-27% -$6.2M 0.91% 24
2025
Q2 		$23M Buy
479,978
+86,456
+22% +$4.12M 1.39% 14
2025
Q1 		$18.7M Sell
393,522
-35,372
-8% -$1.67M 1.34% 16
2024
Q4 		$20.1M Sell
428,894
-118,780
-22% -$5.62M 1.57% 14
2024
Q3 		$26.1M Buy
547,674
+22,030
+4% +$1.05M 2.33% 12
2024
Q2 		$24.7M Buy
525,644
+139,414
+36% +$6.54M 2.35% 11
2024
Q1 		$18.2M Buy
386,230
+149,618
+63% +$7.03M 2.12% 11
2023
Q4 		$11.1M Buy
236,612
+100,109
+73% +$4.66M 1.82% 16
2023
Q3 		$6.33M Buy
136,503
+49,731
+57% +$2.31M 1.25% 21
2023
Q2 		$4.02M Buy
86,772
+38,480
+80% +$1.79M 0.8% 29
2023
Q1 		$2.25M Buy
48,292
+9,878
+26% +$459K 0.49% 39
2022
Q4 		$1.77M Buy
38,414
+1,850
+5% +$85K 0.41% 44
2022
Q3 		$1.68M Buy
36,564
+12,480
+52% +$584K 0.43% 44
2022
Q2 		$1.13M Buy
+24,084
New +$1.14M 0.29% 56

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

Sax Wealth Advisors's DFSD Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 11% in Q2 2026, selling an estimated $1.42M and leaving 244,768 shares worth $11.7M. The position accounts for 0.48% of the portfolio, ranked #35.

Sax Wealth Advisors first reported a position in DFSD in Q2 2022 and has held it in 17 quarters since. The position peaked at $26.1M in Q3 2024. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Sax Wealth Advisors held 244,768 shares of Dimensional Short-Duration Fixed Income ETF worth $11.7M as of Q2 2026.
  • Sax Wealth Advisors sold 29,557 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.42M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.48% of Sax Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Sax Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Sax Wealth Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $26.1M in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.