SN
DFSD

Sittner & Nelson’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Sittner & Nelson’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
2025
Q2 		– Sell
-249
Closed -$11.8K – 508
2025
Q1 		$11.8K Buy
+249
New +$11.8K 0.01% 356

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sittner & Nelson's DFSD Position: Q2 2025 in Review

Sittner & Nelson sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2025, closing a stake of 249 shares — an estimated $11.8K sold.

Sittner & Nelson first reported a position in DFSD in Q1 2025 and held it in 1 quarter. The position peaked at $11.8K in Q1 2025. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • Sittner & Nelson reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Sittner & Nelson sold 249 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $11.8K.
  • Sittner & Nelson first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Sittner & Nelson's Dimensional Short-Duration Fixed Income ETF position peaked at $11.8K in Q1 2025.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

Based on Sittner & Nelson's 13F filing for Q2 2025, filed 8 Aug 2025.