TIM
DFSD

Tortoise Investment Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Tortoise Investment 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
-124,188
Closed -$5.95M – 257
2025
Q4 		$5.95M Buy
124,188
+11,432
+10% +$551K 0.52% 57
2025
Q3 		$5.43M Buy
112,756
+2,458
+2% +$118K 0.48% 58
2025
Q2 		$5.3M Sell
110,298
-34,276
-24% -$1.63M 0.51% 60
2025
Q1 		$6.87M Sell
144,574
-378
-0.3% -$17.8K 0.72% 46
2024
Q4 		$6.8M Sell
144,952
-47,167
-25% -$2.23M 0.72% 43
2024
Q3 		$9.17M Sell
192,119
-28,119
-13% -$1.33M 0.96% 33
2024
Q2 		$10.4M Buy
220,238
+64,788
+42% +$3.04M 1.18% 24
2024
Q1 		$7.31M Buy
155,450
+37,294
+32% +$1.75M 0.89% 33
2023
Q4 		$5.55M Sell
118,156
-2,313
-2% -$108K 0.75% 39
2023
Q3 		$5.59M Buy
120,469
+30,077
+33% +$1.4M 0.83% 33
2023
Q2 		$4.19M Buy
90,392
+6,960
+8% +$324K 0.62% 44
2023
Q1 		$3.89M Sell
83,432
-6,915
-8% -$321K 0.62% 46
2022
Q4 		$4.16M Sell
90,347
-10,730
-11% -$493K 0.73% 40
2022
Q3 		$4.65M Sell
101,077
-15,763
-13% -$738K 0.9% 33
2022
Q2 		$5.48M Buy
116,840
+15,155
+15% +$716K 1.07% 25
2022
Q1 		$4.87M Buy
+101,685
New +$4.97M 0.9% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 $11.8B AUM 21.23% 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 $2.57B AUM 21.7% 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
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Tortoise Investment Management's DFSD Position: Q1 2026 in Review

Tortoise Investment Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2026, closing a stake of 124,188 shares — an estimated $5.95M sold.

Tortoise Investment Management first reported a position in DFSD in Q1 2022 and held it in 16 quarters. The position peaked at $10.4M in Q2 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Tortoise Investment Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Tortoise Investment Management sold 124,188 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $5.95M.
  • Tortoise Investment Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2022 and held it in 16 quarters.
  • Tortoise Investment Management's Dimensional Short-Duration Fixed Income ETF position peaked at $10.4M in Q2 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.