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
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 $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

Wealthspire Advisors (New York)'s DFSD Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.4% in Q1 2026, buying an estimated $140K and bringing the position to 37,798 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #302.

Wealthspire Advisors (New York) first reported a position in DFSD in Q4 2024 and has held it in 6 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Wealthspire Advisors (New York) held 37,798 shares of Dimensional Short-Duration Fixed Income ETF worth $1.81M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 2,919 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $140K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #302 holding.
  • Wealthspire Advisors (New York) first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.