SFP
DFSD

SwitchPoint Financial Planning’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

SwitchPoint Financial Planning’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 		$5.7M Buy
119,350
+7,286
+7% +$349K 3.29% 5
2026
Q1 		$5.37M Buy
112,064
+23,576
+27% +$1.13M 3.64% 5
2025
Q4 		$4.24M Buy
88,488
+5,346
+6% +$258K 2.97% 6
2025
Q3 		$4.01M Buy
83,142
+5,093
+7% +$245K 2.9% 6
2025
Q2 		$3.75M Buy
78,049
+1,841
+2% +$87.7K 3.07% 6
2025
Q1 		$3.62M Sell
76,208
-617
-0.8% -$29.1K 3.44% 6
2024
Q4 		$3.6M Buy
+76,825
New +$3.63M 3.45% 6

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

SwitchPoint Financial Planning's DFSD Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6.5% in Q2 2026, buying an estimated $349K and bringing the position to 119,350 shares worth $5.7M. The position accounts for 3.29% of the portfolio, ranked #5.

SwitchPoint Financial Planning first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • SwitchPoint Financial Planning held 119,350 shares of Dimensional Short-Duration Fixed Income ETF worth $5.7M as of Q2 2026.
  • SwitchPoint Financial Planning bought 7,286 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $349K.
  • Dimensional Short-Duration Fixed Income ETF made up 3.29% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #5 holding.
  • SwitchPoint Financial Planning first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.