TIAM2
DFSD

Tru Independence Asset Management 2’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Tru Independence Asset Management 2’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 		$7.28M Buy
151,987
+6,013
+4% +$289K 4.48% 2
2025
Q4 		$7M Buy
145,974
+6,555
+5% +$316K 4.38% 2
2025
Q3 		$6.72M Buy
139,419
+4,838
+4% +$233K 4.42% 2
2025
Q2 		$6.46M Sell
134,581
-15,726
-10% -$749K 4.42% 2
2025
Q1 		$7.14M Sell
150,307
-21,585
-13% -$1.02M 5.34% 3
2024
Q4 		$8.06M Sell
171,892
-45,200
-21% -$2.14M 6.71% 2
2024
Q3 		$10.4M Buy
+217,092
New +$10.3M 8.73% 1

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

Tru Independence Asset Management 2's DFSD Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.1% in Q1 2026, buying an estimated $289K and bringing the position to 151,987 shares worth $7.28M. The position accounts for 4.48% of the portfolio, ranked #2.

Tru Independence Asset Management 2 first reported a position in DFSD in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q3 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Tru Independence Asset Management 2 held 151,987 shares of Dimensional Short-Duration Fixed Income ETF worth $7.28M as of Q1 2026.
  • Tru Independence Asset Management 2 bought 6,013 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $289K.
  • Dimensional Short-Duration Fixed Income ETF made up 4.48% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #2 holding.
  • Tru Independence Asset Management 2 first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Tru Independence Asset Management 2's Dimensional Short-Duration Fixed Income ETF position peaked at $10.4M in Q3 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.