WAN
DFSD

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

Wealth Advisors Northwest’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 		$2.72M Buy
56,922
+14,588
+34% +$698K 0.93% 18
2026
Q1 		$2.03M Buy
42,334
+1,195
+3% +$57.5K 0.85% 21
2025
Q4 		$1.97M Buy
41,139
+2,001
+5% +$96.4K 0.87% 23
2025
Q3 		$1.89M Buy
39,138
+3,234
+9% +$156K 0.91% 24
2025
Q2 		$1.72M Buy
35,904
+26,584
+285% +$1.27M 0.91% 23
2025
Q1 		$443K Buy
9,320
+4,194
+82% +$198K 0.28% 38
2024
Q4 		$240K Buy
+5,126
New +$243K 0.16% 49

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

Wealth Advisors Northwest's DFSD Position: Q2 2026 in Review

Wealth Advisors Northwest increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 34% in Q2 2026, buying an estimated $698K and bringing the position to 56,922 shares worth $2.72M. The position accounts for 0.93% of the portfolio, ranked #18.

Wealth Advisors Northwest first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Wealth Advisors Northwest held 56,922 shares of Dimensional Short-Duration Fixed Income ETF worth $2.72M as of Q2 2026.
  • Wealth Advisors Northwest bought 14,588 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $698K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.93% of Wealth Advisors Northwest's portfolio in Q2 2026, its #18 holding.
  • Wealth Advisors Northwest first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.