VP
DFSD

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

Verisail 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
Q2 		$20.2M Buy
423,424
+17,098
+4% +$819K 7.5% 6
2026
Q1 		$19.5M Buy
406,326
+13,462
+3% +$648K 7.89% 6
2025
Q4 		$18.8M Buy
392,864
+17,271
+5% +$832K 7.74% 6
2025
Q3 		$18.1M Buy
375,593
+6,315
+2% +$304K 7.68% 6
2025
Q2 		$17.7M Buy
369,278
+311
+0.1% +$14.8K 7.53% 6
2025
Q1 		$17.5M Buy
368,967
+7,215
+2% +$341K 8.08% 6
2024
Q4 		$17M Buy
+361,752
New +$17.1M 7.94% 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

Verisail Partners's DFSD Position: Q2 2026 in Review

Verisail Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.2% in Q2 2026, buying an estimated $819K and bringing the position to 423,424 shares worth $20.2M. The position accounts for 7.5% of the portfolio, ranked #6.

Verisail Partners first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Verisail Partners held 423,424 shares of Dimensional Short-Duration Fixed Income ETF worth $20.2M as of Q2 2026.
  • Verisail Partners bought 17,098 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $819K.
  • Dimensional Short-Duration Fixed Income ETF made up 7.5% of Verisail Partners's portfolio in Q2 2026, its #6 holding.
  • Verisail Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Verisail Partners's 13F filing for Q2 2026, filed 14 Jul 2026.