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

Verus Financial 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	$353K	Buy	7,392 +17	+0.2%	+$814	0.03%	95
2026 Q1	$355K	Buy	7,375 +5	+0.1%	+$241	0.03%	97
2025 Q4	$354K	Buy	7,370 +24	+0.3%	+$1.16K	0.03%	91
2025 Q3	$354K	Buy	7,346 +17	+0.2%	+$818	0.03%	87
2025 Q2	$352K	Buy	7,329 +13	+0.2%	+$619	0.04%	79
2025 Q1	$347K	Buy	7,316 +8	+0.1%	+$378	0.04%	69
2024 Q4	$342K	Buy	7,308 +28	+0.4%	+$1.32K	0.04%	72
2024 Q3	$348K	Buy	7,280 +16	+0.2%	+$759	0.04%	72
2024 Q2	$341K	Sell	7,264 -366	-5%	-$17.2K	0.04%	69
2024 Q1	$359K	Buy	7,630 +10	+0.1%	+$470	0.04%	66
2023 Q4	$358K	Buy	7,620 +32	+0.4%	+$1.49K	0.04%	69
2023 Q3	$353K	Sell	7,588 -3,997	-35%	-$186K	0.05%	67
2023 Q2	$538K	Buy	11,585 +100	+0.9%	+$4.66K	0.07%	54
2023 Q1	$538K	Buy	+11,485	New	+$534K	0.07%	57

Other funds holding DFSD

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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Verus Financial Partners's DFSD Position: Q2 2026 in Review

Verus Financial Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.23% in Q2 2026, buying an estimated $814 and bringing the position to 7,392 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #95.

Verus Financial Partners first reported a position in DFSD in Q1 2023 and has held it in 14 quarters since. The position peaked at $538K in Q2 2023. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Verus Financial Partners held 7,392 shares of Dimensional Short-Duration Fixed Income ETF worth $353K as of Q2 2026.
Verus Financial Partners bought 17 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $814.
Dimensional Short-Duration Fixed Income ETF made up 0.03% of Verus Financial Partners's portfolio in Q2 2026, its #95 holding.
Verus Financial Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
Verus Financial Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $538K in Q2 2023.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.