Vestmark Advisory Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Vestmark Advisory Solutions’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	$18.5M	Buy	386,011 +26,384	+7%	+$1.27M	0.2%	107
2025 Q4	$17.2M	Buy	359,627 +46,283	+15%	+$2.23M	0.23%	78
2025 Q3	$15.1M	Sell	313,344 -260,156	-45%	-$12.5M	0.29%	72
2025 Q2	$27.5M	Buy	573,500 +300,520	+110%	+$14.3M	0.4%	58
2025 Q1	$13M	Buy	272,980 +8,532	+3%	+$403K	0.33%	60
2024 Q4	$12.4M	Buy	264,448 +20	+0%	+$946	0.43%	48
2024 Q3	$12.6M	Buy	264,428 +37,173	+16%	+$1.76M	0.47%	40
2024 Q2	$10.7M	Sell	227,255 -1,340	-0.6%	-$62.9K	0.45%	44
2024 Q1	$10.8M	Buy	228,595 +3,548	+2%	+$167K	0.46%	45
2023 Q4	$10.6M	Sell	225,047 -209,253	-48%	-$9.75M	0.54%	37
2023 Q3	$20.1M	Buy	434,300 +91,768	+27%	+$4.27M	1.46%	13
2023 Q2	$15.9M	Buy	342,532 +98,830	+41%	+$4.6M	0.6%	29
2023 Q1	$11.4M	Buy	+243,702	New	+$11.3M	0.49%	36

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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 $2.16B AUM 18.08% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Vestmark Advisory Solutions's DFSD Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.3% in Q1 2026, buying an estimated $1.27M and bringing the position to 386,011 shares worth $18.5M. The position accounts for 0.2% of the portfolio, ranked #107.

Vestmark Advisory Solutions first reported a position in DFSD in Q1 2023 and has held it in 13 quarters since. The position peaked at $27.5M in Q2 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

Vestmark Advisory Solutions held 386,011 shares of Dimensional Short-Duration Fixed Income ETF worth $18.5M as of Q1 2026.
Vestmark Advisory Solutions bought 26,384 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $1.27M.
Dimensional Short-Duration Fixed Income ETF made up 0.2% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #107 holding.
Vestmark Advisory Solutions first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
Vestmark Advisory Solutions's Dimensional Short-Duration Fixed Income ETF position peaked at $27.5M in Q2 2025.
427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.