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DFSD

Wealthquest’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Wealthquest’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 		$36.9M Buy
771,485
+40,454
+6% +$1.95M 2.62% 11
2025
Q4 		$35.1M Buy
731,031
+76,030
+12% +$3.66M 2.65% 11
2025
Q3 		$31.6M Buy
655,001
+49,389
+8% +$2.38M 2.52% 13
2025
Q2 		$29.1M Buy
+605,612
New +$28.8M 2.29% 13
2022
Q4 		– Sell
-42,475
Closed -$1.95M – 125
2022
Q3 		$1.95M Sell
42,475
-111,997
-73% -$5.24M 0.27% 34
2022
Q2 		$7.24M Buy
154,472
+109,780
+246% +$5.19M 1.09% 17
2022
Q1 		$2.23M Hold
44,692
– – 0.34% 30
2021
Q4 		$2.23M Buy
+44,692
New +$2.24M 0.34% 30

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

Wealthquest's DFSD Position: Q1 2026 in Review

Wealthquest increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.5% in Q1 2026, buying an estimated $1.95M and bringing the position to 771,485 shares worth $36.9M. The position accounts for 2.62% of the portfolio, ranked #11.

Wealthquest first reported a position in DFSD in Q4 2021 and has held it in 8 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Wealthquest held 771,485 shares of Dimensional Short-Duration Fixed Income ETF worth $36.9M as of Q1 2026.
  • Wealthquest bought 40,454 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $1.95M.
  • Dimensional Short-Duration Fixed Income ETF made up 2.62% of Wealthquest's portfolio in Q1 2026, its #11 holding.
  • Wealthquest first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 8 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Wealthquest's 13F filing for Q1 2026, filed 7 May 2026.