TWM
DFSD

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

TCFG 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 		$230K Buy
4,811
+342
+8% +$16.5K 0.09% 237
2025
Q4 		$214K Hold
4,469
– – 0.08% 246
2025
Q3 		$215K Sell
4,469
-1,380
-24% -$66.4K 0.08% 242
2025
Q2 		$281K Hold
5,849
– – 0.13% 196
2025
Q1 		$278K Sell
5,849
-937
-14% -$44.2K 0.14% 180
2024
Q4 		$318K Buy
6,786
+703
+12% +$33.3K 0.16% 154
2024
Q3 		$290K Buy
+6,083
New +$289K 0.15% 159

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

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

TCFG Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.7% in Q1 2026, buying an estimated $16.5K and bringing the position to 4,811 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #237.

TCFG Wealth Management first reported a position in DFSD in Q3 2024 and has held it in 7 quarters since. The position peaked at $318K in Q4 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • TCFG Wealth Management held 4,811 shares of Dimensional Short-Duration Fixed Income ETF worth $230K as of Q1 2026.
  • TCFG Wealth Management bought 342 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $16.5K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.09% of TCFG Wealth Management's portfolio in Q1 2026, its #237 holding.
  • TCFG Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $318K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.