SWP
DFSD

Strategic Wealth Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Strategic Wealth Partners’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 		$26 Hold
1
– – ﹤0.01% 1426
2026
Q1 		$26 Hold
1
– – ﹤0.01% 1436
2025
Q4 		$26 Sell
1
-314
-100% -$15.1K ﹤0.01% 1423
2025
Q3 		$15.2K Buy
+315
New +$15.2K ﹤0.01% 801

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

Strategic Wealth Partners's DFSD Position: Q2 2026 in Review

Strategic Wealth Partners held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q2 2026 at 1 share worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Strategic Wealth Partners first reported a position in DFSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.2K in Q3 2025. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Strategic Wealth Partners held 1 share of Dimensional Short-Duration Fixed Income ETF worth $26 as of Q2 2026.
  • Strategic Wealth Partners left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1426 holding.
  • Strategic Wealth Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $15.2K in Q3 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.