Ballew Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Ballew Advisors’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	$247K	Buy	+5,321	New	+$251K	0.12%	117

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

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

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

Ballew Advisors's DFSD Position: Q3 2026 in Review

Ballew Advisors opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2026: 5,321 shares worth $247K. The stake represents 0.12% of the portfolio and ranks #117 among its holdings.

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

Ballew Advisors held 5,321 shares of Dimensional Short-Duration Fixed Income ETF worth $247K as of Q3 2026.
Dimensional Short-Duration Fixed Income ETF was a new Ballew Advisors position in Q3 2026.
Dimensional Short-Duration Fixed Income ETF made up 0.12% of Ballew Advisors's portfolio in Q3 2026, its #117 holding.
161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.