SWGC
DFSD

Summit Wealth Group (Colorado)’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Summit Wealth Group (Colorado)’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 		$367K Sell
7,676
-333
-4% -$15.9K 0.03% 267
2026
Q1 		$383K Sell
8,009
-1,111
-12% -$53.5K 0.04% 216
2025
Q4 		$437K Buy
+9,120
New +$440K 0.06% 162
2025
Q3 		– Sell
-9,741
Closed -$468K – 520
2025
Q2 		$468K Buy
+9,741
New +$464K 0.12% 136

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

Summit Wealth Group (Colorado)'s DFSD Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.2% in Q2 2026, selling an estimated $15.9K and leaving 7,676 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #267.

Summit Wealth Group (Colorado) first reported a position in DFSD in Q2 2025 and has held it in 4 quarters since. The position peaked at $468K in Q2 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Summit Wealth Group (Colorado) held 7,676 shares of Dimensional Short-Duration Fixed Income ETF worth $367K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 333 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $15.9K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #267 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Dimensional Short-Duration Fixed Income ETF position peaked at $468K in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.