TWP
DFSD

Triad Wealth Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Triad Wealth Partners’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 		$1.27M Buy
26,566
+14,611
+122% +$703K 0.1% 141
2025
Q4 		$573K Buy
11,955
+2,661
+29% +$128K 0.05% 240
2025
Q3 		$448K Buy
+9,294
New +$447K 0.06% 222

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

Triad Wealth Partners's DFSD Position: Q1 2026 in Review

Triad Wealth Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 122% in Q1 2026, buying an estimated $703K and bringing the position to 26,566 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #141.

Triad Wealth Partners first reported a position in DFSD in Q3 2025 and has held it in 3 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Triad Wealth Partners held 26,566 shares of Dimensional Short-Duration Fixed Income ETF worth $1.27M as of Q1 2026.
  • Triad Wealth Partners bought 14,611 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $703K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.1% of Triad Wealth Partners's portfolio in Q1 2026, its #141 holding.
  • Triad Wealth Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.