TFO
DFSD

Timonier Family Office’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Timonier Family Office’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 		$801K Buy
+16,774
New +$803K 0.23% 31
2025
Q4 		$793K Buy
+16,542
New +$797K 0.25% 31

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

Timonier Family Office's DFSD Position: Q2 2026 in Review

Timonier Family Office opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 16,774 shares worth $801K. The stake represents 0.23% of the portfolio and ranks #31 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DFSD as recently as Q4 2025.

Timonier Family Office first reported a position in DFSD in Q4 2025 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Timonier Family Office held 16,774 shares of Dimensional Short-Duration Fixed Income ETF worth $801K as of Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF was a new Timonier Family Office position in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.23% of Timonier Family Office's portfolio in Q2 2026, its #31 holding.
  • Timonier Family Office first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.