Wells Fargo
DFSD

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

Wells Fargo’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 		$12.4K Sell
258
-24,539
-99% -$1.18M ﹤0.01% 5919
2025
Q4 		$1.19M Buy
24,797
+1,625
+7% +$78.3K ﹤0.01% 3836
2025
Q3 		$1.12M Buy
23,172
+20,133
+662% +$969K ﹤0.01% 3738
2025
Q2 		$146K Buy
3,039
+994
+49% +$47.3K ﹤0.01% 4956
2025
Q1 		$97.2K Buy
2,045
+437
+27% +$20.6K ﹤0.01% 5109
2024
Q4 		$75.4K Sell
1,608
-1,792
-53% -$84.8K ﹤0.01% 5339
2024
Q3 		$162K Buy
3,400
+3,115
+1,093% +$148K ﹤0.01% 4721
2024
Q2 		$13.4K Buy
+285
New +$13.4K ﹤0.01% 5689
2023
Q3 		– Sell
-778
Closed -$36.1K – 7594
2023
Q2 		$36.1K Buy
+778
New +$36.2K ﹤0.01% 5555

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

Wells Fargo's DFSD Position: Q1 2026 in Review

Wells Fargo reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 99% in Q1 2026, selling an estimated $1.18M and leaving 258 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5919.

Wells Fargo first reported a position in DFSD in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Wells Fargo held 258 shares of Dimensional Short-Duration Fixed Income ETF worth $12.4K as of Q1 2026.
  • Wells Fargo sold 24,539 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $1.18M.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5919 holding.
  • Wells Fargo first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 9 quarters since.
  • Wells Fargo's Dimensional Short-Duration Fixed Income ETF position peaked at $1.19M in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.