WG
DFSD

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

Wellington Group’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 		– Sell
-427
Closed -$20.4K – 204
2026
Q1 		$20.4K Hold
427
– – 0.01% 392
2025
Q4 		$20.5K Buy
+427
New +$20.6K 0.01% 390

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

Wellington Group's DFSD Position: Q2 2026 in Review

Wellington Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026, closing a stake of 427 shares — an estimated $20.4K sold.

Wellington Group first reported a position in DFSD in Q4 2025 and held it in 2 quarters. The position peaked at $20.5K in Q4 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Wellington Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 427 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $20.4K.
  • Wellington Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and held it in 2 quarters.
  • Wellington Group's Dimensional Short-Duration Fixed Income ETF position peaked at $20.5K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.