WANY
DFSD

Wealthspire Advisors (New York)’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Wealthspire Advisors (New York)’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 		$1.8M Hold
37,798
– – 0.01% 437
2026
Q1 		$1.81M Buy
37,798
+2,919
+8% +$140K 0.01% 302
2025
Q4 		$1.67M Buy
34,879
+321
+0.9% +$15.5K 0.01% 323
2025
Q3 		$1.67M Hold
34,558
– – 0.01% 301
2025
Q2 		$1.66M Buy
34,558
+16,726
+94% +$797K 0.01% 306
2025
Q1 		$847K Hold
17,832
– – 0.01% 416
2024
Q4 		$836K Buy
+17,832
New +$844K 0.01% 407

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 $7.88B AUM 10.78% 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 22.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s DFSD Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q2 2026 at 37,798 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #437.

Wealthspire Advisors (New York) first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.81M in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Wealthspire Advisors (New York) held 37,798 shares of Dimensional Short-Duration Fixed Income ETF worth $1.8M as of Q2 2026.
  • Wealthspire Advisors (New York) left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #437 holding.
  • Wealthspire Advisors (New York) first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthspire Advisors (New York)'s Dimensional Short-Duration Fixed Income ETF position peaked at $1.81M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.