SWIM
DFSD

Smallwood Wealth Investment Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Smallwood Wealth Investment Management’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 		$95.5K Hold
2,000
– – 0.04% 146
2026
Q1 		$95.8K Buy
+2,000
New +$96.2K 0.05% 126

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

Smallwood Wealth Investment Management's DFSD Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q2 2026 at 2,000 shares worth $95.5K. The position accounts for 0.04% of the portfolio, ranked #146.

Smallwood Wealth Investment Management first reported a position in DFSD in Q1 2026 and has held it in 2 quarters since. The position peaked at $95.8K in Q1 2026. 220 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Smallwood Wealth Investment Management held 2,000 shares of Dimensional Short-Duration Fixed Income ETF worth $95.5K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.04% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #146 holding.
  • Smallwood Wealth Investment Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Smallwood Wealth Investment Management's Dimensional Short-Duration Fixed Income ETF position peaked at $95.8K in Q1 2026.
  • 220 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.