S4W
DFSD

Solutions 4 Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Solutions 4 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 		$1.39M Sell
29,098
-1,060
-4% -$51K 2.1% 13
2025
Q4 		$1.45M Sell
30,158
-10,326
-26% -$498K 2.19% 9
2025
Q3 		$1.95M Sell
40,484
-639
-2% -$30.8K 3.03% 7
2025
Q2 		$1.97M Sell
41,123
-645
-2% -$30.7K 3.29% 7
2025
Q1 		$1.98M Sell
41,768
-4,318
-9% -$204K 3.5% 7
2024
Q4 		$2.16M Sell
46,086
-3,250
-7% -$154K 3.91% 7
2024
Q3 		$2.36M Buy
+49,336
New +$2.34M 4.61% 5

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

Solutions 4 Wealth's DFSD Position: Q1 2026 in Review

Solutions 4 Wealth reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.5% in Q1 2026, selling an estimated $51K and leaving 29,098 shares worth $1.39M. The position accounts for 2.1% of the portfolio, ranked #13.

Solutions 4 Wealth first reported a position in DFSD in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.36M in Q3 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Solutions 4 Wealth held 29,098 shares of Dimensional Short-Duration Fixed Income ETF worth $1.39M as of Q1 2026.
  • Solutions 4 Wealth sold 1,060 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $51K.
  • Dimensional Short-Duration Fixed Income ETF made up 2.1% of Solutions 4 Wealth's portfolio in Q1 2026, its #13 holding.
  • Solutions 4 Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Solutions 4 Wealth's Dimensional Short-Duration Fixed Income ETF position peaked at $2.36M in Q3 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.