SOS
DFSD

Silver Oak Securities’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Silver Oak Securities’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 		$316K Buy
6,611
+815
+14% +$39K 0.02% 622
2026
Q1 		$278K Sell
5,796
-200
-3% -$9.62K 0.02% 629
2025
Q4 		$288K Buy
5,996
+271
+5% +$13.1K 0.02% 648
2025
Q3 		$276K Buy
5,725
+449
+9% +$21.6K 0.02% 608
2025
Q2 		$253K Buy
5,276
+114
+2% +$5.43K 0.02% 584
2025
Q1 		$245K Sell
5,162
-166
-3% -$7.84K 0.02% 552
2024
Q4 		$250K Buy
5,328
+721
+16% +$34.1K 0.02% 548
2024
Q3 		$220K Buy
4,607
+507
+12% +$24.1K 0.02% 474
2024
Q2 		$193K Buy
4,100
+248
+6% +$11.6K 0.03% 379
2024
Q1 		$181K Buy
+3,852
New +$181K 0.03% 388

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

Silver Oak Securities's DFSD Position: Q2 2026 in Review

Silver Oak Securities increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 14% in Q2 2026, buying an estimated $39K and bringing the position to 6,611 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #622.

Silver Oak Securities first reported a position in DFSD in Q1 2024 and has held it in 10 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Silver Oak Securities held 6,611 shares of Dimensional Short-Duration Fixed Income ETF worth $316K as of Q2 2026.
  • Silver Oak Securities bought 815 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $39K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #622 holding.
  • Silver Oak Securities first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.