TAM
DFSD

Titleist Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Titleist Asset 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 		– Sell
-9,913
Closed -$475K – 400
2025
Q4 		$475K Sell
9,913
-291
-3% -$14K 0.04% 231
2025
Q3 		$492K Hold
10,204
– – 0.04% 205
2025
Q2 		$490K Hold
10,204
– – 0.05% 206
2025
Q1 		$485K Hold
10,204
– – 0.06% 194
2024
Q4 		$478K Buy
+10,204
New +$483K 0.05% 197

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

Titleist Asset Management's DFSD Position: Q1 2026 in Review

Titleist Asset Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2026, closing a stake of 9,913 shares — an estimated $475K sold.

Titleist Asset Management first reported a position in DFSD in Q4 2024 and held it in 5 quarters. The position peaked at $492K in Q3 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Titleist Asset Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Titleist Asset Management sold 9,913 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $475K.
  • Titleist Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and held it in 5 quarters.
  • Titleist Asset Management's Dimensional Short-Duration Fixed Income ETF position peaked at $492K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Titleist Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.