SWM
DFSD

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

SpringVest Wealth 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 		$6.01M Buy
125,853
+18,771
+18% +$899K 3.78% 10
2026
Q1 		$5.13M Buy
107,082
+27,279
+34% +$1.31M 3.5% 10
2025
Q4 		$3.83M Buy
79,803
+1,023
+1% +$49.3K 2.67% 10
2025
Q3 		$3.8M Buy
78,780
+30,897
+65% +$1.49M 2.79% 10
2025
Q2 		$2.3M Buy
47,883
+16,364
+52% +$779K 1.86% 13
2025
Q1 		$1.5M Buy
31,519
+6,254
+25% +$295K 1.24% 17
2024
Q4 		$1.18M Buy
+25,265
New +$1.2M 1.01% 20

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 $7.08B AUM 17.38% 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 22.96% 1-Year Est. Return

SpringVest Wealth Management's DFSD Position: Q2 2026 in Review

SpringVest Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 18% in Q2 2026, buying an estimated $899K and bringing the position to 125,853 shares worth $6.01M. The position accounts for 3.78% of the portfolio, ranked #10.

SpringVest Wealth Management first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • SpringVest Wealth Management held 125,853 shares of Dimensional Short-Duration Fixed Income ETF worth $6.01M as of Q2 2026.
  • SpringVest Wealth Management bought 18,771 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $899K.
  • Dimensional Short-Duration Fixed Income ETF made up 3.78% of SpringVest Wealth Management's portfolio in Q2 2026, its #10 holding.
  • SpringVest Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.