Waverly Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Waverly 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 Q2	$13.2M	Buy	276,647 +3,782	+1%	+$181K	0.08%	244
2026 Q1	$13.1M	Sell	272,865 -4,739	-2%	-$228K	0.1%	211
2025 Q4	$13.3M	Sell	277,604 -2,359	-0.8%	-$114K	0.11%	184
2025 Q3	$13.5M	Sell	279,963 -10,871	-4%	-$523K	0.13%	151
2025 Q2	$14M	Sell	290,834 -13,259	-4%	-$631K	0.15%	134
2025 Q1	$14.5M	Sell	304,093 -2,802	-0.9%	-$132K	0.18%	119
2024 Q4	$14.4M	Sell	306,895 -14,325	-4%	-$678K	0.22%	94
2024 Q3	$15.3M	Sell	321,220 -15,298	-5%	-$726K	0.28%	67
2024 Q2	$15.8M	Sell	336,518 -47,697	-12%	-$2.24M	0.31%	63
2024 Q1	$18.1M	Sell	384,215 -28,550	-7%	-$1.34M	0.43%	45
2023 Q4	$19.4M	Sell	412,765 -112,686	-21%	-$5.25M	0.73%	28
2023 Q3	$24.4M	Buy	525,451 +10,302	+2%	+$479K	1.06%	18
2023 Q2	$23.9M	Buy	+515,149	New	+$24M	1.05%	21

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

Waverly Advisors's DFSD Position: Q2 2026 in Review

Waverly Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.4% in Q2 2026, buying an estimated $181K and bringing the position to 276,647 shares worth $13.2M. The position accounts for 0.08% of the portfolio, ranked #244.

Waverly Advisors first reported a position in DFSD in Q2 2023 and has held it in 13 quarters since. The position peaked at $24.4M in Q3 2023. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Waverly Advisors held 276,647 shares of Dimensional Short-Duration Fixed Income ETF worth $13.2M as of Q2 2026.
Waverly Advisors bought 3,782 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $181K.
Dimensional Short-Duration Fixed Income ETF made up 0.08% of Waverly Advisors's portfolio in Q2 2026, its #244 holding.
Waverly Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
Waverly Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $24.4M in Q3 2023.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.