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 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

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $153M AUM 14.65% 1-Year Est. Return