25 LLC
DFSD icon

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

25 LLC’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
Q3 		$305K Buy
6,571
+939
+17% +$44.4K 0.08% 58
2026
Q2 		$269K Buy
5,632
+1,025
+22% +$49.1K 0.07% 65
2026
Q1 		$221K Buy
4,607
+320
+7% +$15.4K 0.07% 64
2025
Q4 		$206K Buy
+4,287
New +$207K 0.07% 69
2023
Q3 		– Sell
-1,720
Closed -$80.1K – 162
2023
Q2 		$80.1K Sell
1,720
-108
-6% -$5.03K 0.04% 67
2023
Q1 		$85.4K Buy
+1,828
New +$84.9K 0.05% 64

Other funds holding DFSD

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Rachor Investment Advisory Services
Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

25 LLC's DFSD Position: Q3 2026 in Review

25 LLC increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 17% in Q3 2026, buying an estimated $44.4K and bringing the position to 6,571 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #58.

25 LLC first reported a position in DFSD in Q1 2023 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • 25 LLC held 6,571 shares of Dimensional Short-Duration Fixed Income ETF worth $305K as of Q3 2026.
  • 25 LLC bought 939 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $44.4K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.08% of 25 LLC's portfolio in Q3 2026, its #58 holding.
  • 25 LLC first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 6 quarters since.
  • 250 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on 25 LLC's 13F filing for Q3 2026, filed 13 Oct 2026.