VPWA
DFSD

Vestia Personal Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Vestia Personal Wealth Advisors’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
Q1 		$3.98M Buy
83,053
+19,652
+31% +$945K 1.87% 15
2025
Q4 		$3.04M Buy
63,401
+24,292
+62% +$1.17M 1.55% 17
2025
Q3 		$1.88M Buy
39,109
+15,916
+69% +$766K 1.09% 19
2025
Q2 		$1.11M Buy
23,193
+2,109
+10% +$100K 0.76% 28
2025
Q1 		$1M Buy
21,084
+1,080
+5% +$51K 0.79% 25
2024
Q4 		$938K Buy
20,004
+932
+5% +$44.1K 0.77% 31
2024
Q3 		$911K Buy
19,072
+4,289
+29% +$204K 0.86% 27
2024
Q2 		$695K Buy
+14,783
New +$694K 0.74% 28

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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 $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Vestia Personal Wealth Advisors's DFSD Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 31% in Q1 2026, buying an estimated $945K and bringing the position to 83,053 shares worth $3.98M. The position accounts for 1.87% of the portfolio, ranked #15.

Vestia Personal Wealth Advisors first reported a position in DFSD in Q2 2024 and has held it in 8 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Vestia Personal Wealth Advisors held 83,053 shares of Dimensional Short-Duration Fixed Income ETF worth $3.98M as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 19,652 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $945K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.87% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.