W
DFSD

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

WorthPointe’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
Q1 		$10.4M Buy
217,823
+49,456
+29% +$2.38M 2.82% 8
2025
Q4 		$8.07M Buy
168,367
+116,777
+226% +$5.63M 2.12% 10
2025
Q3 		$2.49M Buy
51,590
+19,119
+59% +$920K 0.93% 19
2025
Q2 		$1.56M Buy
32,471
+8,116
+33% +$386K 0.66% 23
2025
Q1 		$1.16M Buy
24,355
+7,299
+43% +$345K 0.52% 29
2024
Q4 		$800K Buy
17,056
+7,587
+80% +$359K 0.33% 35
2024
Q3 		$452K Buy
9,469
+2,477
+35% +$118K 0.19% 49
2024
Q2 		$329K Buy
6,992
+150
+2% +$7.04K 0.15% 55
2024
Q1 		$322K Buy
6,842
+474
+7% +$22.3K 0.16% 47
2023
Q4 		$299K Buy
6,368
+467
+8% +$21.8K 0.15% 54
2023
Q3 		$274K Buy
5,901
+552
+10% +$25.7K 0.16% 56
2023
Q2 		$248K Sell
5,349
-6,337
-54% -$295K 0.15% 50
2023
Q1 		$545K Buy
11,686
+933
+9% +$43.3K 0.35% 29
2022
Q4 		$496K Buy
+10,753
New +$494K 0.34% 37

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

WorthPointe's DFSD Position: Q1 2026 in Review

WorthPointe increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 29% in Q1 2026, buying an estimated $2.38M and bringing the position to 217,823 shares worth $10.4M. The position accounts for 2.82% of the portfolio, ranked #8.

WorthPointe first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • WorthPointe held 217,823 shares of Dimensional Short-Duration Fixed Income ETF worth $10.4M as of Q1 2026.
  • WorthPointe bought 49,456 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $2.38M.
  • Dimensional Short-Duration Fixed Income ETF made up 2.82% of WorthPointe's portfolio in Q1 2026, its #8 holding.
  • WorthPointe first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.