Trailhead Planners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Trailhead Planners’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	$490K	Buy	+10,269	New	+$492K	0.47%	37

Other funds holding DFSD

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Trailhead Planners's DFSD Position: Q2 2026 in Review

Trailhead Planners opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 10,269 shares worth $490K. The stake represents 0.47% of the portfolio and ranks #37 among its holdings.

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

Trailhead Planners held 10,269 shares of Dimensional Short-Duration Fixed Income ETF worth $490K as of Q2 2026.
Dimensional Short-Duration Fixed Income ETF was a new Trailhead Planners position in Q2 2026.
Dimensional Short-Duration Fixed Income ETF made up 0.47% of Trailhead Planners's portfolio in Q2 2026, its #37 holding.
450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.