W
DFSD

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

WPWealth’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 		$56.8M Sell
1,188,766
-21,133
-2% -$1.01M 8.42% 5
2026
Q1 		$57.9M Buy
1,209,899
+38,786
+3% +$1.87M 8.85% 5
2025
Q4 		$56.2M Buy
1,171,113
+85,477
+8% +$4.12M 8.79% 5
2025
Q3 		$52.3M Buy
1,085,636
+61,192
+6% +$2.94M 8.55% 5
2025
Q2 		$49.2M Sell
1,024,444
-44,838
-4% -$2.14M 8.87% 4
2025
Q1 		$50.8M Buy
1,069,282
+19,838
+2% +$937K 10.03% 3
2024
Q4 		$49.2M Buy
1,049,444
+62,692
+6% +$2.97M 10.05% 4
2024
Q3 		$47.1M Buy
986,752
+100,620
+11% +$4.78M 9.77% 3
2024
Q2 		$41.6M Buy
886,132
+77,279
+10% +$3.63M 10.06% 4
2024
Q1 		$38M Buy
808,853
+596,826
+281% +$28.1M 9.83% 3
2023
Q4 		$9.97M Buy
212,027
+203,217
+2,307% +$9.47M 3.08% 9
2023
Q3 		$409K Buy
8,810
+290
+3% +$13.5K 0.16% 40
2023
Q2 		$395K Sell
8,520
-2,941
-26% -$137K 0.17% 37
2023
Q1 		$535K Buy
+11,461
New +$532K 0.25% 29

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

WPWealth's DFSD Position: Q2 2026 in Review

WPWealth reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.7% in Q2 2026, selling an estimated $1.01M and leaving 1,188,766 shares worth $56.8M. The position accounts for 8.42% of the portfolio, ranked #5.

WPWealth first reported a position in DFSD in Q1 2023 and has held it in 14 quarters since. The position peaked at $57.9M in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • WPWealth held 1,188,766 shares of Dimensional Short-Duration Fixed Income ETF worth $56.8M as of Q2 2026.
  • WPWealth sold 21,133 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.01M.
  • Dimensional Short-Duration Fixed Income ETF made up 8.42% of WPWealth's portfolio in Q2 2026, its #5 holding.
  • WPWealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • WPWealth's Dimensional Short-Duration Fixed Income ETF position peaked at $57.9M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.