SPWM
DFSD

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

Straight Path 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 		$1.8M Buy
37,638
+22,646
+151% +$1.08M 0.42% 28
2026
Q1 		$718K Buy
14,992
+1,598
+12% +$76.9K 0.19% 47
2025
Q4 		$642K Sell
13,394
-150
-1% -$7.23K 0.17% 57
2025
Q3 		$653K Buy
13,544
+6,283
+87% +$302K 0.18% 63
2025
Q2 		$349K Buy
7,261
+1
+0% +$48 0.12% 80
2025
Q1 		$345K Sell
7,260
-1,692
-19% -$79.9K 0.14% 69
2024
Q4 		$420K Sell
8,952
-566
-6% -$26.8K 0.17% 62
2024
Q3 		$454K Sell
9,518
-100,363
-91% -$4.76M 0.2% 48
2024
Q2 		$5.16M Buy
109,881
+12,805
+13% +$601K 2.65% 11
2024
Q1 		$4.57M Buy
97,076
+11,625
+14% +$546K 2.56% 11
2023
Q4 		$4.02M Buy
85,451
+6,852
+9% +$319K 2.36% 11
2023
Q3 		$3.65M Buy
78,599
+10,881
+16% +$506K 2.47% 12
2023
Q2 		$3.14M Buy
67,718
+8,509
+14% +$396K 2.15% 12
2023
Q1 		$2.76M Buy
59,209
+7,298
+14% +$339K 2.2% 13
2022
Q4 		$2.39M Buy
51,911
+39,781
+328% +$1.83M 2.29% 13
2022
Q3 		$558K Buy
12,130
+5,961
+97% +$279K 0.5% 34
2022
Q2 		$289K Buy
+6,169
New +$291K 0.28% 51

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

Straight Path Wealth Management's DFSD Position: Q2 2026 in Review

Straight Path Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 151% in Q2 2026, buying an estimated $1.08M and bringing the position to 37,638 shares worth $1.8M. The position accounts for 0.42% of the portfolio, ranked #28.

Straight Path Wealth Management first reported a position in DFSD in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.16M in Q2 2024. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Straight Path Wealth Management held 37,638 shares of Dimensional Short-Duration Fixed Income ETF worth $1.8M as of Q2 2026.
  • Straight Path Wealth Management bought 22,646 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.08M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.42% of Straight Path Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Straight Path Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Straight Path Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $5.16M in Q2 2024.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.