WFA
DFSD

Woodward Financial Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Woodward Financial Advisors’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 		$41M Buy
857,876
+80,723
+10% +$3.87M 13.69% 2
2026
Q1 		$37.1M Buy
777,153
+62,375
+9% +$3M 14.29% 1
2025
Q4 		$34.3M Buy
714,778
+43,276
+6% +$2.09M 12.84% 2
2025
Q3 		$32.4M Buy
671,502
+85,892
+15% +$4.13M 12.34% 2
2025
Q2 		$28.1M Buy
585,610
+66,082
+13% +$3.15M 11.58% 3
2025
Q1 		$24.7M Buy
519,528
+116,615
+29% +$5.51M 11.7% 3
2024
Q4 		$18.9M Buy
402,913
+102,859
+34% +$4.87M 9.35% 3
2024
Q3 		$14.3M Buy
300,054
+74,218
+33% +$3.52M 7.18% 5
2024
Q2 		$10.6M Buy
225,836
+96,765
+75% +$4.54M 6.04% 5
2024
Q1 		$6.07M Buy
129,071
+19,824
+18% +$932K 3.65% 7
2023
Q4 		$5.14M Sell
109,247
-10,531
-9% -$491K 3.38% 7
2023
Q3 		$5.56M Buy
119,778
+2,549
+2% +$118K 4.11% 6
2023
Q2 		$5.43M Buy
117,229
+16,371
+16% +$763K 4.06% 6
2023
Q1 		$4.71M Buy
100,858
+231
+0.2% +$10.7K 3.86% 7
2022
Q4 		$4.64M Buy
100,627
+16,486
+20% +$757K 3.98% 7
2022
Q3 		$3.87M Buy
84,141
+44,187
+111% +$2.07M 3.62% 7
2022
Q2 		$1.87M Buy
+39,954
New +$1.89M 1.73% 13

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 $7.88B AUM 10.78% 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 22.9% 1-Year Est. Return

Woodward Financial Advisors's DFSD Position: Q2 2026 in Review

Woodward Financial Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 10% in Q2 2026, buying an estimated $3.87M and bringing the position to 857,876 shares worth $41M. The position accounts for 13.69% of the portfolio, ranked #2.

Woodward Financial Advisors first reported a position in DFSD in Q2 2022 and has held it in 17 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Woodward Financial Advisors held 857,876 shares of Dimensional Short-Duration Fixed Income ETF worth $41M as of Q2 2026.
  • Woodward Financial Advisors bought 80,723 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $3.87M.
  • Dimensional Short-Duration Fixed Income ETF made up 13.69% of Woodward Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Woodward Financial Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.