SAM
DFSD

Synergy Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Synergy Asset 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 		– Sell
-8,844
Closed -$423K – 287
2026
Q1 		$423K Sell
8,844
-21,085
-70% -$1.01M 0.05% 169
2025
Q4 		$1.44M Buy
29,929
+862
+3% +$41.5K 0.15% 87
2025
Q3 		$1.4M Buy
+29,067
New +$1.4M 0.05% 150

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

Synergy Asset Management's DFSD Position: Q2 2026 in Review

Synergy Asset Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026, closing a stake of 8,844 shares — an estimated $423K sold.

Synergy Asset Management first reported a position in DFSD in Q3 2025 and held it in 3 quarters. The position peaked at $1.44M in Q4 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Synergy Asset Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Asset Management sold 8,844 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $423K.
  • Synergy Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and held it in 3 quarters.
  • Synergy Asset Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.44M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.