Shore Point Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Shore Point 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	$4.16M	Sell	87,024 -2,262	-3%	-$108K	1.42%	19
2026 Q1	$4.28M	Buy	89,286 +718	+0.8%	+$34.5K	1.69%	17
2025 Q4	$4.25M	Buy	88,568 +20,583	+30%	+$992K	1.8%	15
2025 Q3	$3.28M	Buy	67,985 +23,514	+53%	+$1.13M	1.45%	15
2025 Q2	$2.14M	Buy	44,471 +2,395	+6%	+$114K	1.03%	20
2025 Q1	$2M	Buy	42,076 +5,031	+14%	+$238K	1.06%	19
2024 Q4	$1.74M	Buy	37,045 +3,166	+9%	+$150K	0.93%	22
2024 Q3	$1.62M	Buy	33,879 +371	+1%	+$17.6K	0.87%	25
2024 Q2	$1.57M	Buy	33,508 +4,508	+16%	+$212K	0.89%	24
2024 Q1	$1.36M	Buy	29,000 +2,602	+10%	+$122K	0.78%	24
2023 Q4	$1.24M	Buy	26,398 +1,892	+8%	+$88.1K	0.77%	23
2023 Q3	$1.14M	Buy	24,506 +819	+3%	+$38.1K	0.82%	21
2023 Q2	$1.1M	Buy	23,687 +2,142	+10%	+$99.8K	0.78%	24
2023 Q1	$1.01M	Buy	21,545 +12,837	+147%	+$596K	0.76%	24
2022 Q4	$401K	Buy	+8,708	New	+$400K	0.33%	32

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

Shore Point Advisors's DFSD Position: Q2 2026 in Review

Shore Point Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.5% in Q2 2026, selling an estimated $108K and leaving 87,024 shares worth $4.16M. The position accounts for 1.42% of the portfolio, ranked #19.

Shore Point Advisors first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.28M in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Shore Point Advisors held 87,024 shares of Dimensional Short-Duration Fixed Income ETF worth $4.16M as of Q2 2026.
Shore Point Advisors sold 2,262 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $108K.
Dimensional Short-Duration Fixed Income ETF made up 1.42% of Shore Point Advisors's portfolio in Q2 2026, its #19 holding.
Shore Point Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
Shore Point Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $4.28M in Q1 2026.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.