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
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 $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Synergy Asset Management's DFSD Position: Q1 2026 in Review

Synergy Asset Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 70% in Q1 2026, selling an estimated $1.01M and leaving 8,844 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #169.

Synergy Asset Management first reported a position in DFSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Synergy Asset Management held 8,844 shares of Dimensional Short-Duration Fixed Income ETF worth $423K as of Q1 2026.
  • Synergy Asset Management sold 21,085 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $1.01M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.05% of Synergy Asset Management's portfolio in Q1 2026, its #169 holding.
  • Synergy Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Synergy Asset Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.44M in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.