SW
DFSD

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

Simplicity Wealth’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 		$5.18M Buy
108,261
+21,798
+25% +$1.05M 0.29% 81
2025
Q4 		$4.15M Sell
86,463
-33,267
-28% -$1.6M 0.25% 94
2025
Q3 		$5.77M Buy
119,730
+108,181
+937% +$5.21M 0.33% 65
2025
Q2 		$554K Sell
11,549
-104,748
-90% -$4.99M 0.02% 436
2025
Q1 		$5.53M Buy
116,297
+92,034
+379% +$4.35M 0.43% 44
2024
Q4 		$1.14M Sell
24,263
-722
-3% -$34.2K 0.24% 78
2024
Q3 		$1.19M Sell
24,985
-56
-0.2% -$2.66K 0.11% 168
2024
Q2 		$1.18M Buy
25,041
+2,557
+11% +$120K 0.03% 487
2024
Q1 		$1.06M Buy
+22,484
New +$1.06M 0.03% 501

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

Simplicity Wealth's DFSD Position: Q1 2026 in Review

Simplicity Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 25% in Q1 2026, buying an estimated $1.05M and bringing the position to 108,261 shares worth $5.18M. The position accounts for 0.29% of the portfolio, ranked #81.

Simplicity Wealth first reported a position in DFSD in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.77M in Q3 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Simplicity Wealth held 108,261 shares of Dimensional Short-Duration Fixed Income ETF worth $5.18M as of Q1 2026.
  • Simplicity Wealth bought 21,798 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $1.05M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.29% of Simplicity Wealth's portfolio in Q1 2026, its #81 holding.
  • Simplicity Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Dimensional Short-Duration Fixed Income ETF position peaked at $5.77M in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.