TC
DFSD

TAGStone Capital’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

TAGStone Capital’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 		$611K Sell
12,800
-3,376
-21% -$162K 0.19% 82
2026
Q1 		$774K Sell
16,176
-110
-0.7% -$5.29K 0.27% 64
2025
Q4 		$781K Buy
16,286
+2,415
+17% +$116K 0.29% 62
2025
Q3 		$668K Sell
13,871
-711
-5% -$34.2K 0.26% 65
2025
Q2 		$702K Buy
14,582
+229
+2% +$10.9K 0.29% 62
2025
Q1 		$682K Sell
14,353
-560
-4% -$26.4K 0.34% 54
2024
Q4 		$699K Buy
14,913
+4,941
+50% +$234K 0.34% 51
2024
Q3 		$476K Sell
9,972
-297
-3% -$14.1K 0.24% 62
2024
Q2 		$483K Buy
+10,269
New +$482K 0.27% 58

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

TAGStone Capital's DFSD Position: Q2 2026 in Review

TAGStone Capital reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 21% in Q2 2026, selling an estimated $162K and leaving 12,800 shares worth $611K. The position accounts for 0.19% of the portfolio, ranked #82.

TAGStone Capital first reported a position in DFSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $781K in Q4 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • TAGStone Capital held 12,800 shares of Dimensional Short-Duration Fixed Income ETF worth $611K as of Q2 2026.
  • TAGStone Capital sold 3,376 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $162K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.19% of TAGStone Capital's portfolio in Q2 2026, its #82 holding.
  • TAGStone Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • TAGStone Capital's Dimensional Short-Duration Fixed Income ETF position peaked at $781K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.