WP
DFSD

WMS Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-10,788
Closed -$506K – 75
2024
Q4 		$506K Sell
10,788
-1,458
-12% -$69K 0.03% 185
2024
Q3 		$585K Buy
12,246
+63
+0.5% +$2.99K 0.03% 158
2024
Q2 		$573K Buy
12,183
+2,622
+27% +$123K 0.04% 145
2024
Q1 		$450K Sell
9,561
-1,012
-10% -$47.6K 0.03% 173
2023
Q4 		$497K Buy
+10,573
New +$492K 0.04% 162

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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 $987M AUM 12.22% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WMS Partners's DFSD Position: Q1 2025 in Review

WMS Partners sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2025, closing a stake of 10,788 shares — an estimated $506K sold.

WMS Partners first reported a position in DFSD in Q4 2023 and held it in 5 quarters. The position peaked at $585K in Q3 2024. 339 funds tracked by Wall St. Rank hold DFSD as of Q1 2025.

  • WMS Partners reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 10,788 Dimensional Short-Duration Fixed Income ETF shares in Q1 2025, an estimated $506K.
  • WMS Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and held it in 5 quarters.
  • WMS Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $585K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.