TWM
DFSD

Tanager Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Tanager Wealth 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 		– Sell
-10,748
Closed -$515K – 150
2025
Q4 		$515K Buy
10,748
+1,669
+18% +$80.4K 0.05% 76
2025
Q3 		$438K Buy
+9,079
New +$437K 0.05% 83
2023
Q4 		– Sell
-40,717
Closed -$1.89M – 82
2023
Q3 		$1.89M Sell
40,717
-54,699
-57% -$2.54M 0.39% 29
2023
Q2 		$4.42M Sell
95,416
-74,409
-44% -$3.47M 0.96% 22
2023
Q1 		$7.92M Sell
169,825
-46,524
-22% -$2.16M 1.88% 18
2022
Q4 		$9.97M Buy
216,349
+91,345
+73% +$4.2M 2.69% 14
2022
Q3 		$5.75M Buy
125,004
+56,592
+83% +$2.65M 4.55% 9
2022
Q2 		$3.21M Buy
+68,412
New +$3.23M 2.64% 8

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

Tanager Wealth Management's DFSD Position: Q1 2026 in Review

Tanager Wealth Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2026, closing a stake of 10,748 shares — an estimated $515K sold.

Tanager Wealth Management first reported a position in DFSD in Q2 2022 and held it in 8 quarters. The position peaked at $9.97M in Q4 2022. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Tanager Wealth Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Tanager Wealth Management sold 10,748 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $515K.
  • Tanager Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and held it in 8 quarters.
  • Tanager Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $9.97M in Q4 2022.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.