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
2025
Q4 		$793K Buy
+16,542
New +$797K 0.25% 31

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
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
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Timonier Family Office's DFSD Position: Q4 2025 in Review

Timonier Family Office opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2025: 16,542 shares worth $793K. The stake represents 0.25% of the portfolio and ranks #31 among its holdings.

408 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

  • Timonier Family Office held 16,542 shares of Dimensional Short-Duration Fixed Income ETF worth $793K as of Q4 2025.
  • Dimensional Short-Duration Fixed Income ETF was a new Timonier Family Office position in Q4 2025.
  • Dimensional Short-Duration Fixed Income ETF made up 0.25% of Timonier Family Office's portfolio in Q4 2025, its #31 holding.
  • 408 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.