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
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 $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

TAGStone Capital's DFSD Position: Q1 2026 in Review

TAGStone Capital reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.68% in Q1 2026, selling an estimated $5.29K and leaving 16,176 shares worth $774K. The position accounts for 0.27% of the portfolio, ranked #64.

TAGStone Capital first reported a position in DFSD in Q2 2024 and has held it in 8 quarters since. The position peaked at $781K in Q4 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • TAGStone Capital held 16,176 shares of Dimensional Short-Duration Fixed Income ETF worth $774K as of Q1 2026.
  • TAGStone Capital sold 110 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $5.29K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.27% of TAGStone Capital's portfolio in Q1 2026, its #64 holding.
  • TAGStone Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
  • TAGStone Capital's Dimensional Short-Duration Fixed Income ETF position peaked at $781K in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.