TIM
DFSD

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

Total 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
Q2 		$381K Buy
+8,051
New +$385K 0.04% 52

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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 22.94% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Total Investment Management's DFSD Position: Q2 2026 in Review

Total Investment Management opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 8,051 shares worth $381K. The stake represents 0.04% of the portfolio and ranks #52 among its holdings.

262 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Total Investment Management held 8,051 shares of Dimensional Short-Duration Fixed Income ETF worth $381K as of Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF was a new Total Investment Management position in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.04% of Total Investment Management's portfolio in Q2 2026, its #52 holding.
  • 262 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.