TCM
DFSD

Tradewinds Capital Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Tradewinds Capital 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 		$6.14K Sell
129
-1,571
-92% -$75.2K ﹤0.01% 449
2026
Q1 		$81.4K Buy
1,700
+5
+0.3% +$241 0.02% 169
2025
Q4 		$81.3K Buy
+1,695
New +$81.7K 0.02% 171

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

Tradewinds Capital Management's DFSD Position: Q2 2026 in Review

Tradewinds Capital Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 92% in Q2 2026, selling an estimated $75.2K and leaving 129 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Tradewinds Capital Management first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $81.4K in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Tradewinds Capital Management held 129 shares of Dimensional Short-Duration Fixed Income ETF worth $6.14K as of Q2 2026.
  • Tradewinds Capital Management sold 1,571 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $75.2K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #449 holding.
  • Tradewinds Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Tradewinds Capital Management's Dimensional Short-Duration Fixed Income ETF position peaked at $81.4K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.