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 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 $89.9B AUM 20.5% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

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

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return