WWWM
DFSD

White Wing Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

White Wing Wealth Management’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 		$6.28M Buy
131,430
+4,317
+3% +$207K 3.27% 8
2026
Q1 		$6.09M Sell
127,113
-8,845
-7% -$426K 3.65% 8
2025
Q4 		$6.52M Buy
135,958
+22,824
+20% +$1.1M 3.89% 8
2025
Q3 		$5.46M Buy
113,134
+23,005
+26% +$1.11M 3.39% 8
2025
Q2 		$4.33M Sell
90,129
-5,132
-5% -$244K 2.93% 8
2025
Q1 		$4.53M Sell
95,261
-38,615
-29% -$1.82M 3.53% 8
2024
Q4 		$6.28M Buy
133,876
+11,048
+9% +$523K 4.67% 8
2024
Q3 		$5.86M Buy
122,828
+1,023
+0.8% +$48.5K 4.52% 8
2024
Q2 		$5.72M Buy
121,805
+1,473
+1% +$69.1K 4.58% 8
2024
Q1 		$5.65M Buy
120,332
+10,007
+9% +$470K 4.69% 6
2023
Q4 		$5.17M Buy
+110,325
New +$5.14M 4.75% 7

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

White Wing Wealth Management's DFSD Position: Q2 2026 in Review

White Wing Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.4% in Q2 2026, buying an estimated $207K and bringing the position to 131,430 shares worth $6.28M. The position accounts for 3.27% of the portfolio, ranked #8.

White Wing Wealth Management first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.52M in Q4 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • White Wing Wealth Management held 131,430 shares of Dimensional Short-Duration Fixed Income ETF worth $6.28M as of Q2 2026.
  • White Wing Wealth Management bought 4,317 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $207K.
  • Dimensional Short-Duration Fixed Income ETF made up 3.27% of White Wing Wealth Management's portfolio in Q2 2026, its #8 holding.
  • White Wing Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • White Wing Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $6.52M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.