SFS
DFSD

Sowell Financial Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Sowell Financial Services’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 		$3.88M Buy
81,308
+4,307
+6% +$206K 0.13% 174
2026
Q1 		$3.69M Buy
77,001
+5,323
+7% +$256K 0.14% 163
2025
Q4 		$3.44M Buy
71,678
+13,079
+22% +$630K 0.13% 164
2025
Q3 		$2.82M Buy
58,599
+12,291
+27% +$592K 0.11% 198
2025
Q2 		$2.22M Buy
46,308
+2,188
+5% +$104K 0.09% 234
2025
Q1 		$2.1M Buy
44,120
+252
+0.6% +$11.9K 0.1% 224
2024
Q4 		$2.06M Sell
43,868
-2,445
-5% -$116K 0.11% 211
2024
Q3 		$2.21M Buy
+46,313
New +$2.2M 0.1% 220

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 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 $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sowell Financial Services's DFSD Position: Q2 2026 in Review

Sowell Financial Services increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.6% in Q2 2026, buying an estimated $206K and bringing the position to 81,308 shares worth $3.88M. The position accounts for 0.13% of the portfolio, ranked #174.

Sowell Financial Services first reported a position in DFSD in Q3 2024 and has held it in 8 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Sowell Financial Services held 81,308 shares of Dimensional Short-Duration Fixed Income ETF worth $3.88M as of Q2 2026.
  • Sowell Financial Services bought 4,307 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $206K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.13% of Sowell Financial Services's portfolio in Q2 2026, its #174 holding.
  • Sowell Financial Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.