VPF
DFSD

Vantage Point Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Vantage Point Financial’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 		$8.04M Buy
168,323
+10,429
+7% +$499K 2.45% 5
2026
Q1 		$7.56M Buy
157,894
+5,070
+3% +$244K 2.65% 5
2025
Q4 		$7.33M Buy
152,824
+13,516
+10% +$651K 2.62% 5
2025
Q3 		$6.71M Buy
139,308
+4,678
+3% +$225K 2.6% 5
2025
Q2 		$6.46M Buy
134,630
+7,067
+6% +$337K 2.84% 5
2025
Q1 		$6.06M Buy
127,563
+10,239
+9% +$483K 3.05% 4
2024
Q4 		$5.5M Buy
+117,324
New +$5.55M 2.96% 6

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

Vantage Point Financial's DFSD Position: Q2 2026 in Review

Vantage Point Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6.6% in Q2 2026, buying an estimated $499K and bringing the position to 168,323 shares worth $8.04M. The position accounts for 2.45% of the portfolio, ranked #5.

Vantage Point Financial first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Vantage Point Financial held 168,323 shares of Dimensional Short-Duration Fixed Income ETF worth $8.04M as of Q2 2026.
  • Vantage Point Financial bought 10,429 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $499K.
  • Dimensional Short-Duration Fixed Income ETF made up 2.45% of Vantage Point Financial's portfolio in Q2 2026, its #5 holding.
  • Vantage Point Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.