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

Align Financial’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	$120K	Buy	+2,574	New	+$122K	0.06%	109

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

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

WFA

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Align Financial's DFSD Position: Q3 2026 in Review

Align Financial opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2026: 2,574 shares worth $120K. The stake represents 0.06% of the portfolio and ranks #109 among its holdings.

92 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Align Financial held 2,574 shares of Dimensional Short-Duration Fixed Income ETF worth $120K as of Q3 2026.
Dimensional Short-Duration Fixed Income ETF was a new Align Financial position in Q3 2026.
Dimensional Short-Duration Fixed Income ETF made up 0.06% of Align Financial's portfolio in Q3 2026, its #109 holding.
92 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.