XY Planning Network’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

XY Planning Network’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	$4.99M	Buy	104,472 +99,264	+1,906%	+$4.75M	0.63%	38
2026 Q1	$249K	Sell	5,208 -69,743	-93%	-$3.36M	0.04%	253
2025 Q4	$3.59M	Buy	74,951 +5,614	+8%	+$271K	0.63%	36
2025 Q3	$3.33M	Hold	69,337	–	–	1.13%	23
2025 Q2	$3.33M	Buy	69,337 +17,758	+34%	+$846K	1.13%	23
2025 Q1	$2.45M	Buy	51,579 +10,500	+26%	+$496K	1.63%	15
2024 Q4	$1.93M	Buy	+41,079	New	+$1.94M	1.45%	21

Other funds holding DFSD

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

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

XY Planning Network's DFSD Position: Q2 2026 in Review

XY Planning Network increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1,906% in Q2 2026, buying an estimated $4.75M and bringing the position to 104,472 shares worth $4.99M. The position accounts for 0.63% of the portfolio, ranked #38.

XY Planning Network first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

XY Planning Network held 104,472 shares of Dimensional Short-Duration Fixed Income ETF worth $4.99M as of Q2 2026.
XY Planning Network bought 99,264 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $4.75M.
Dimensional Short-Duration Fixed Income ETF made up 0.63% of XY Planning Network's portfolio in Q2 2026, its #38 holding.
XY Planning Network first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
115 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.