WA
DFSD

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
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
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 $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
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

Waverly Advisors's DFSD Position: Q1 2026 in Review

Waverly Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.7% in Q1 2026, selling an estimated $228K and leaving 272,865 shares worth $13.1M. The position accounts for 0.1% of the portfolio, ranked #211.

Waverly Advisors first reported a position in DFSD in Q2 2023 and has held it in 12 quarters since. The position peaked at $24.4M in Q3 2023. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Waverly Advisors held 272,865 shares of Dimensional Short-Duration Fixed Income ETF worth $13.1M as of Q1 2026.
  • Waverly Advisors sold 4,739 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $228K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.1% of Waverly Advisors's portfolio in Q1 2026, its #211 holding.
  • Waverly Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 12 quarters since.
  • Waverly Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $24.4M in Q3 2023.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.