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

Abel Hall 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	$290K	Buy	6,232 +63	+1%	+$2.98K	0.05%	458
2026 Q2	$295K	Sell	6,169 -72	-1%	-$3.45K	0.05%	487
2026 Q1	$299K	Buy	6,241 +28	+0.5%	+$1.35K	0.06%	413
2025 Q4	$298K	Buy	6,213 +47	+0.8%	+$2.26K	0.07%	339
2025 Q3	$297K	Buy	6,166 +21	+0.3%	+$1.01K	0.12%	181
2025 Q2	$295K	Sell	6,145 -400	-6%	-$19K	0.14%	165
2025 Q1	$311K	Buy	6,545 +2,207	+51%	+$104K	0.19%	97
2024 Q4	$203K	Sell	4,338 -616	-12%	-$29.1K	0.13%	134
2024 Q3	$237K	Buy	4,954 +27	+0.5%	+$1.28K	0.15%	115
2024 Q2	$232K	Sell	4,927 -2,097	-30%	-$98.4K	0.16%	106
2024 Q1	$330K	Sell	7,024 -802	-10%	-$37.7K	0.25%	67
2023 Q4	$368K	Buy	+7,826	New	+$365K	0.31%	55

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

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 West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Abel Hall LLC's DFSD Position: Q3 2026 in Review

Abel Hall LLC increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1% in Q3 2026, buying an estimated $2.98K and bringing the position to 6,232 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #458.

Abel Hall LLC first reported a position in DFSD in Q4 2023 and has held it in 12 quarters since. The position peaked at $368K in Q4 2023. 228 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Abel Hall LLC held 6,232 shares of Dimensional Short-Duration Fixed Income ETF worth $290K as of Q3 2026.
Abel Hall LLC bought 63 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $2.98K.
Dimensional Short-Duration Fixed Income ETF made up 0.05% of Abel Hall LLC's portfolio in Q3 2026, its #458 holding.
Abel Hall LLC first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
Abel Hall LLC's Dimensional Short-Duration Fixed Income ETF position peaked at $368K in Q4 2023.
228 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.