TWA
DFSD

TCI Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

TCI Wealth Advisors’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 		$2.52M Buy
52,867
+615
+1% +$29.4K 0.11% 62
2026
Q1 		$2.5M Sell
52,252
-2,091
-4% -$101K 0.13% 62
2025
Q4 		$2.61M Buy
54,343
+237
+0.4% +$11.4K 0.14% 59
2025
Q3 		$2.61M Hold
54,106
– – 0.16% 60
2025
Q2 		$2.6M Sell
54,106
-2,328
-4% -$111K 0.18% 57
2025
Q1 		$2.68M Buy
56,434
+5,639
+11% +$266K 0.21% 44
2024
Q4 		$2.38M Buy
50,795
+43,031
+554% +$2.04M 0.2% 48
2024
Q3 		$371K Sell
7,764
-890
-10% -$42.2K 0.03% 159
2024
Q2 		$407K Buy
+8,654
New +$406K 0.04% 142

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

TCI Wealth Advisors's DFSD Position: Q2 2026 in Review

TCI Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.2% in Q2 2026, buying an estimated $29.4K and bringing the position to 52,867 shares worth $2.52M. The position accounts for 0.11% of the portfolio, ranked #62.

TCI Wealth Advisors first reported a position in DFSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.68M in Q1 2025. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • TCI Wealth Advisors held 52,867 shares of Dimensional Short-Duration Fixed Income ETF worth $2.52M as of Q2 2026.
  • TCI Wealth Advisors bought 615 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $29.4K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.11% of TCI Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • TCI Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • TCI Wealth Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $2.68M in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.