TWC
DFSD

Tencap Wealth Coaching’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Tencap Wealth Coaching’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 		$4.86M Buy
101,644
+334
+0.3% +$16K 1.54% 8
2026
Q1 		$4.86M Sell
101,310
-234
-0.2% -$11.3K 1.83% 7
2025
Q4 		$4.87M Buy
+101,544
New +$4.89M 1.84% 7

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

Tencap Wealth Coaching's DFSD Position: Q2 2026 in Review

Tencap Wealth Coaching increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.33% in Q2 2026, buying an estimated $16K and bringing the position to 101,644 shares worth $4.86M. The position accounts for 1.54% of the portfolio, ranked #8.

Tencap Wealth Coaching first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.87M in Q4 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Tencap Wealth Coaching held 101,644 shares of Dimensional Short-Duration Fixed Income ETF worth $4.86M as of Q2 2026.
  • Tencap Wealth Coaching bought 334 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $16K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.54% of Tencap Wealth Coaching's portfolio in Q2 2026, its #8 holding.
  • Tencap Wealth Coaching first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Tencap Wealth Coaching's Dimensional Short-Duration Fixed Income ETF position peaked at $4.87M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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