VT
DFSD

Vise Technologies’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Vise Technologies’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 		$167M Buy
3,490,783
+1,216,216
+53% +$58.2M 1.89% 6
2026
Q1 		$109M Hold
2,274,567
– – 2.14% 6
2025
Q4 		$109M Buy
2,274,567
+1,675,494
+280% +$80.7M 2.14% 6
2025
Q3 		$28.9M Buy
+599,073
New +$28.8M 1.07% 10

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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Vise Technologies's DFSD Position: Q2 2026 in Review

Vise Technologies increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 53% in Q2 2026, buying an estimated $58.2M and bringing the position to 3,490,783 shares worth $167M. The position accounts for 1.89% of the portfolio, ranked #6.

Vise Technologies first reported a position in DFSD in Q3 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Vise Technologies held 3,490,783 shares of Dimensional Short-Duration Fixed Income ETF worth $167M as of Q2 2026.
  • Vise Technologies bought 1,216,216 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $58.2M.
  • Dimensional Short-Duration Fixed Income ETF made up 1.89% of Vise Technologies's portfolio in Q2 2026, its #6 holding.
  • Vise Technologies first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.