UBS AM
DFSD

UBS AM’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

UBS AM’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 		$4.86M Hold
101,731
– – ﹤0.01% 1624
2026
Q1 		$4.87M Buy
+101,731
New +$4.89M ﹤0.01% 1566

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

UBS AM's DFSD Position: Q2 2026 in Review

UBS AM held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q2 2026 at 101,731 shares worth $4.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

UBS AM first reported a position in DFSD in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.87M in Q1 2026. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • UBS AM held 101,731 shares of Dimensional Short-Duration Fixed Income ETF worth $4.86M as of Q2 2026.
  • UBS AM left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1624 holding.
  • UBS AM first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • UBS AM's Dimensional Short-Duration Fixed Income ETF position peaked at $4.87M in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.