Security Financial Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Security Financial Services’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	$261K	Sell	5,456 -381	-7%	-$18.2K	0.04%	177
2026 Q1	$279K	Buy	5,837 +615	+12%	+$29.6K	0.04%	162
2025 Q4	$250K	Buy	5,222 +258	+5%	+$12.4K	0.04%	195
2025 Q3	$239K	Buy	4,964 +245	+5%	+$11.8K	0.04%	191
2025 Q2	$227K	Buy	4,719 +440	+10%	+$21K	0.04%	174
2025 Q1	$203K	Buy	+4,279	New	+$202K	0.04%	167
2024 Q3	–	Sell	-7,491	Closed	-$352K	–	166
2024 Q2	$352K	Buy	7,491 +665	+10%	+$31.2K	0.08%	117
2024 Q1	$321K	Buy	6,826 +953	+16%	+$44.8K	0.07%	136
2023 Q4	$276K	Buy	5,873 +1,203	+26%	+$56K	0.07%	136
2023 Q3	$217K	Buy	+4,670	New	+$217K	0.06%	152

Other funds holding DFSD

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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Security Financial Services's DFSD Position: Q2 2026 in Review

Security Financial Services reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6.5% in Q2 2026, selling an estimated $18.2K and leaving 5,456 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #177.

Security Financial Services first reported a position in DFSD in Q3 2023 and has held it in 10 quarters since. The position peaked at $352K in Q2 2024. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Security Financial Services held 5,456 shares of Dimensional Short-Duration Fixed Income ETF worth $261K as of Q2 2026.
Security Financial Services sold 381 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $18.2K.
Dimensional Short-Duration Fixed Income ETF made up 0.04% of Security Financial Services's portfolio in Q2 2026, its #177 holding.
Security Financial Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 10 quarters since.
Security Financial Services's Dimensional Short-Duration Fixed Income ETF position peaked at $352K in Q2 2024.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.