WAP
DFSD

Wealthcare Advisory Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-20,489
Closed -$982K – 1091
2025
Q4 		$982K Buy
20,489
+2,632
+15% +$127K 0.02% 518
2025
Q3 		$861K Buy
17,857
+2,145
+14% +$103K 0.02% 543
2025
Q2 		$754K Buy
15,712
+2,403
+18% +$114K 0.02% 542
2025
Q1 		$632K Buy
13,309
+4,102
+45% +$194K 0.02% 545
2024
Q4 		$432K Sell
9,207
-712
-7% -$33.7K 0.01% 608
2024
Q3 		$474K Buy
9,919
+1,330
+15% +$63.1K 0.01% 582
2024
Q2 		$404K Buy
8,589
+2,669
+45% +$125K 0.01% 585
2024
Q1 		$278K Buy
5,920
+149
+3% +$7K 0.01% 693
2023
Q4 		$271K Buy
+5,771
New +$269K 0.01% 632

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

Wealthcare Advisory Partners's DFSD Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2026, closing a stake of 20,489 shares — an estimated $982K sold.

Wealthcare Advisory Partners first reported a position in DFSD in Q4 2023 and held it in 9 quarters. The position peaked at $982K in Q4 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Wealthcare Advisory Partners reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 20,489 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $982K.
  • Wealthcare Advisory Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and held it in 9 quarters.
  • Wealthcare Advisory Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $982K in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.