SAM
DFSD

Smartleaf Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Smartleaf Asset 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
Q1 		$1.29M Buy
27,068
+1,500
+6% +$72.2K 0.05% 349
2025
Q4 		$1.23M Buy
25,568
+2,474
+11% +$119K 0.05% 340
2025
Q3 		$1.11M Buy
23,094
+1,960
+9% +$94.3K 0.07% 296
2025
Q2 		$1.01M Buy
21,134
+104
+0.5% +$4.95K 0.09% 250
2025
Q1 		$1,000K Buy
21,030
+95
+0.5% +$4.49K 0.1% 233
2024
Q4 		$982K Buy
20,935
+3,311
+19% +$157K 0.1% 221
2024
Q3 		$842K Sell
17,624
-730
-4% -$34.6K 0.1% 224
2024
Q2 		$863K Sell
18,354
-5,884
-24% -$276K 0.14% 169
2024
Q1 		$1.14M Buy
+24,238
New +$1.14M 0.22% 109

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

Smartleaf Asset Management's DFSD Position: Q1 2026 in Review

Smartleaf Asset Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.9% in Q1 2026, buying an estimated $72.2K and bringing the position to 27,068 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #349.

Smartleaf Asset Management first reported a position in DFSD in Q1 2024 and has held it in 9 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Smartleaf Asset Management held 27,068 shares of Dimensional Short-Duration Fixed Income ETF worth $1.29M as of Q1 2026.
  • Smartleaf Asset Management bought 1,500 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $72.2K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.05% of Smartleaf Asset Management's portfolio in Q1 2026, its #349 holding.
  • Smartleaf Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.