SWA
DFSD

Stratos Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Stratos Wealth Advisors’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
2025
Q4 		– Sell
-12,701
Closed -$612K – 666
2025
Q3 		$612K Buy
12,701
+3,606
+40% +$174K 0.03% 413
2025
Q2 		$437K Buy
9,095
+1,534
+20% +$73K 0.02% 476
2025
Q1 		$359K Buy
+7,561
New +$357K 0.02% 511

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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 $987M AUM 12.22% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Stratos Wealth Advisors's DFSD Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2025, closing a stake of 12,701 shares — an estimated $612K sold.

Stratos Wealth Advisors first reported a position in DFSD in Q1 2025 and held it in 3 quarters. The position peaked at $612K in Q3 2025. 408 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

  • Stratos Wealth Advisors reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 12,701 Dimensional Short-Duration Fixed Income ETF shares in Q4 2025, an estimated $612K.
  • Stratos Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and held it in 3 quarters.
  • Stratos Wealth Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $612K in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.