WAG
DFSD

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

Wilkerson 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
Q2 		$11.4M Buy
238,451
+13,183
+6% +$631K 3.5% 9
2026
Q1 		$10.8M Buy
+225,268
New +$10.8M 3.71% 9

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

Wilkerson Advisory Group's DFSD Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.9% in Q2 2026, buying an estimated $631K and bringing the position to 238,451 shares worth $11.4M. The position accounts for 3.5% of the portfolio, ranked #9.

Wilkerson Advisory Group first reported a position in DFSD in Q1 2026 and has held it in 2 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Wilkerson Advisory Group held 238,451 shares of Dimensional Short-Duration Fixed Income ETF worth $11.4M as of Q2 2026.
  • Wilkerson Advisory Group bought 13,183 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $631K.
  • Dimensional Short-Duration Fixed Income ETF made up 3.5% of Wilkerson Advisory Group's portfolio in Q2 2026, its #9 holding.
  • Wilkerson Advisory Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.