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
Q2 		$8.97M Buy
188,266
+13,904
+8% +$666K 0.02% 721
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 0.01% 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 $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 Enhancement Advisory Services's DFSD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8% in Q2 2026, buying an estimated $666K and bringing the position to 188,266 shares worth $8.97M. The position accounts for 0.02% of the portfolio, ranked #721.

Wealth Enhancement Advisory Services first reported a position in DFSD in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.58M in Q4 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 188,266 shares of Dimensional Short-Duration Fixed Income ETF worth $8.97M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 13,904 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $666K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #721 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional Short-Duration Fixed Income ETF position peaked at $9.58M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.