UWM
DFSD

USAdvisors Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

USAdvisors Wealth 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 		$873K Sell
18,302
-168
-0.9% -$8.04K 0.25% 75
2026
Q1 		$881K Buy
18,470
+170
+0.9% +$8.18K 0.29% 66
2025
Q4 		$877K Buy
18,300
+753
+4% +$36.3K 0.29% 69
2025
Q3 		$845K Sell
17,547
-339
-2% -$16.3K 0.29% 70
2025
Q2 		$858K Sell
17,886
-509
-3% -$24.2K 0.32% 64
2025
Q1 		$874K Buy
18,395
+38
+0.2% +$1.79K 0.3% 66
2024
Q4 		$860K Buy
18,357
+558
+3% +$26.4K 0.28% 70
2024
Q3 		$850K Sell
17,799
-1,857
-9% -$88.1K 0.3% 69
2024
Q2 		$923K Buy
19,656
+1,247
+7% +$58.5K 0.32% 63
2024
Q1 		$866K Buy
18,409
+6,316
+52% +$297K 0.33% 68
2023
Q4 		$568K Sell
12,093
-281
-2% -$13.1K 0.24% 79
2023
Q3 		$573K Buy
12,374
+3,468
+39% +$161K 0.26% 74
2023
Q2 		$413K Sell
8,906
-1,350
-13% -$62.9K 0.2% 80
2023
Q1 		$479K Buy
10,256
+1,241
+14% +$57.6K 0.23% 81
2022
Q4 		$416K Buy
+9,015
New +$414K 0.2% 85

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

USAdvisors Wealth Management's DFSD Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.91% in Q2 2026, selling an estimated $8.04K and leaving 18,302 shares worth $873K. The position accounts for 0.25% of the portfolio, ranked #75.

USAdvisors Wealth Management first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $923K in Q2 2024. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • USAdvisors Wealth Management held 18,302 shares of Dimensional Short-Duration Fixed Income ETF worth $873K as of Q2 2026.
  • USAdvisors Wealth Management sold 168 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $8.04K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.25% of USAdvisors Wealth Management's portfolio in Q2 2026, its #75 holding.
  • USAdvisors Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • USAdvisors Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $923K in Q2 2024.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.