SWM
DFSD

Seaside Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Seaside Wealth Management’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 		$239K Sell
5,015
-2,643
-35% -$127K 0.06% 65
2026
Q1 		$367K Sell
7,658
-823
-10% -$39.6K 0.1% 46
2025
Q4 		$407K Buy
8,481
+137
+2% +$6.6K 0.12% 43
2025
Q3 		$402K Buy
8,344
+91
+1% +$4.38K 0.12% 46
2025
Q2 		$396K Buy
8,253
+2,202
+36% +$105K 0.13% 45
2025
Q1 		$288K Buy
6,051
+29
+0.5% +$1.37K 0.1% 47
2024
Q4 		$282K Buy
6,022
+115
+2% +$5.44K 0.1% 46
2024
Q3 		$282K Buy
5,907
+308
+6% +$14.6K 0.11% 45
2024
Q2 		$263K Buy
5,599
+56
+1% +$2.63K 0.11% 46
2024
Q1 		$261K Sell
5,543
-3,297
-37% -$155K 0.11% 45
2023
Q4 		$416K Buy
8,840
+147
+2% +$6.85K 0.19% 32
2023
Q3 		$403K Buy
8,693
+61
+0.7% +$2.84K 0.2% 32
2023
Q2 		$400K Buy
8,632
+29
+0.3% +$1.35K 0.21% 31
2023
Q1 		$402K Buy
8,603
+211
+3% +$9.8K 0.24% 29
2022
Q4 		$387K Buy
8,392
+52
+0.6% +$2.39K 0.26% 30
2022
Q3 		$382K Buy
+8,340
New +$390K 0.26% 30

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

Seaside Wealth Management's DFSD Position: Q2 2026 in Review

Seaside Wealth Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 35% in Q2 2026, selling an estimated $127K and leaving 5,015 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #65.

Seaside Wealth Management first reported a position in DFSD in Q3 2022 and has held it in 16 quarters since. The position peaked at $416K in Q4 2023. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Seaside Wealth Management held 5,015 shares of Dimensional Short-Duration Fixed Income ETF worth $239K as of Q2 2026.
  • Seaside Wealth Management sold 2,643 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $127K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.06% of Seaside Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Seaside Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Seaside Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $416K in Q4 2023.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.