WAG
DFSD

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

Wheelhouse Advisory 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
Q1 		$29.6M Buy
617,530
+155,788
+34% +$7.5M 9.8% 2
2025
Q4 		$22.2M Buy
461,742
+136,492
+42% +$6.58M 8.44% 4
2025
Q3 		$15.7M Buy
325,250
+79,427
+32% +$3.82M 6.75% 8
2025
Q2 		$11.8M Buy
245,823
+41,517
+20% +$1.98M 5.82% 9
2025
Q1 		$9.71M Buy
204,306
+91,988
+82% +$4.34M 5.54% 9
2024
Q4 		$5.27M Buy
112,318
+65,243
+139% +$3.09M 3.13% 12
2024
Q3 		$2.25M Buy
+47,075
New +$2.23M 1.45% 12

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

Wheelhouse Advisory Group's DFSD Position: Q1 2026 in Review

Wheelhouse Advisory Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 34% in Q1 2026, buying an estimated $7.5M and bringing the position to 617,530 shares worth $29.6M. The position accounts for 9.8% of the portfolio, ranked #2.

Wheelhouse Advisory Group first reported a position in DFSD in Q3 2024 and has held it in 7 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Wheelhouse Advisory Group held 617,530 shares of Dimensional Short-Duration Fixed Income ETF worth $29.6M as of Q1 2026.
  • Wheelhouse Advisory Group bought 155,788 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $7.5M.
  • Dimensional Short-Duration Fixed Income ETF made up 9.8% of Wheelhouse Advisory Group's portfolio in Q1 2026, its #2 holding.
  • Wheelhouse Advisory Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.