VWA
DFSD

VSM Wealth Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

VSM Wealth Advisory’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 		$79.6K Hold
1,668
– – 0.02% 178
2026
Q1 		$79.9K Buy
1,668
+626
+60% +$30.1K 0.02% 171
2025
Q4 		$50K Buy
+1,042
New +$50.2K 0.02% 199

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

VSM Wealth Advisory's DFSD Position: Q2 2026 in Review

VSM Wealth Advisory held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q2 2026 at 1,668 shares worth $79.6K. The position accounts for 0.02% of the portfolio, ranked #178.

VSM Wealth Advisory first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $79.9K in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • VSM Wealth Advisory held 1,668 shares of Dimensional Short-Duration Fixed Income ETF worth $79.6K as of Q2 2026.
  • VSM Wealth Advisory left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #178 holding.
  • VSM Wealth Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • VSM Wealth Advisory's Dimensional Short-Duration Fixed Income ETF position peaked at $79.9K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.