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
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 $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Silver Oak Securities's DFSD Position: Q1 2026 in Review

Silver Oak Securities reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.3% in Q1 2026, selling an estimated $9.62K and leaving 5,796 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #629.

Silver Oak Securities first reported a position in DFSD in Q1 2024 and has held it in 9 quarters since. The position peaked at $288K in Q4 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Silver Oak Securities held 5,796 shares of Dimensional Short-Duration Fixed Income ETF worth $278K as of Q1 2026.
  • Silver Oak Securities sold 200 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $9.62K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of Silver Oak Securities's portfolio in Q1 2026, its #629 holding.
  • Silver Oak Securities first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • Silver Oak Securities's Dimensional Short-Duration Fixed Income ETF position peaked at $288K in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.