WAM
DFSD

Worth Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Worth Asset 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 		– Sell
-12,578
Closed -$602K – 219
2026
Q1 		$602K Buy
+12,578
New +$605K 0.22% 98

Other funds holding DFSD

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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Worth Asset Management's DFSD Position: Q2 2026 in Review

Worth Asset Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026, closing a stake of 12,578 shares — an estimated $602K sold.

Worth Asset Management first reported a position in DFSD in Q1 2026 and held it in 1 quarter. The position peaked at $602K in Q1 2026. 101 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Worth Asset Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Worth Asset Management sold 12,578 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $602K.
  • Worth Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • Worth Asset Management's Dimensional Short-Duration Fixed Income ETF position peaked at $602K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.