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

Apella Capital’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	$272M	Buy	5,830,255 +409,368	+8%	+$19.3M	3.45%	3
2026 Q2	$259M	Buy	5,420,887 +174,560	+3%	+$8.36M	3.65%	3
2026 Q1	$253M	Buy	5,246,327 +736,646	+16%	+$35.4M	3.75%	3
2025 Q4	$216M	Buy	4,509,681 +506,782	+13%	+$24.4M	4.27%	3
2025 Q3	$194M	Buy	4,002,899 +606,441	+18%	+$29.2M	4.32%	2
2025 Q2	$163M	Buy	3,396,458 +702,057	+26%	+$33.4M	4.41%	2
2025 Q1	$128M	Buy	2,694,401 +1,023,221	+61%	+$48.3M	4.39%	3
2024 Q4	$78.3M	Buy	1,671,180 +609,036	+57%	+$28.8M	3.01%	9
2024 Q3	$50.8M	Buy	1,062,144 +21,484	+2%	+$1.02M	2.09%	13
2024 Q2	$49.1M	Buy	1,040,660 +235,742	+29%	+$11.1M	2.2%	11
2024 Q1	$37.9M	Buy	804,918 +62,121	+8%	+$2.92M	1.91%	14
2023 Q4	$34.8M	Buy	742,797 +648,535	+688%	+$30.2M	1.94%	13
2023 Q3	$4.37M	Buy	94,262 +55,386	+142%	+$2.57M	0.31%	58
2023 Q2	$1.8M	Buy	+38,876	New	+$1.81M	0.13%	85

Other funds holding DFSD

GWWM

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

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

PWM

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

FFA

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

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital's DFSD Position: Q3 2026 in Review

Apella Capital increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.6% in Q3 2026, buying an estimated $19.3M and bringing the position to 5,830,255 shares worth $272M. The position accounts for 3.45% of the portfolio, ranked #3.

Apella Capital first reported a position in DFSD in Q2 2023 and has held it in 14 quarters since. 32 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Apella Capital held 5,830,255 shares of Dimensional Short-Duration Fixed Income ETF worth $272M as of Q3 2026.
Apella Capital bought 409,368 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $19.3M.
Dimensional Short-Duration Fixed Income ETF made up 3.45% of Apella Capital's portfolio in Q3 2026, its #3 holding.
Apella Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 14 quarters since.
32 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.