Wealth Enhancement Advisory Services
DFSD

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

Wealth Enhancement Advisory Services’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 		$8.36M Sell
174,362
-25,182
-13% -$1.21M 0.02% 667
2025
Q4 		$9.58M Buy
199,544
+11,851
+6% +$571K 0.01% 710
2025
Q3 		$9.07M Buy
187,693
+13,984
+8% +$673K 0.01% 696
2025
Q2 		$8.33M Buy
173,709
+7,000
+4% +$333K 0.01% 698
2025
Q1 		$7.92M Buy
166,709
+169
+0.1% +$7.98K 0.02% 664
2024
Q4 		$7.81M Buy
166,540
+6,564
+4% +$311K 0.02% 638
2024
Q3 		$7.64M Sell
159,976
-7,818
-5% -$371K 0.02% 597
2024
Q2 		$7.89M Buy
167,794
+71,940
+75% +$3.38M 0.02% 552
2024
Q1 		$4.51M Buy
95,854
+11,882
+14% +$558K 0.01% 694
2023
Q4 		$3.95M Buy
83,972
+377
+0.5% +$17.6K 0.01% 672
2023
Q3 		$3.88M Buy
+83,595
New +$3.89M 0.01% 641

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