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

Cambridge Capital Management’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	$9.6M	Buy	206,409 +9,787	+5%	+$462K	3.63%	9
2026 Q2	$9.39M	Buy	196,622 +7,149	+4%	+$342K	3.57%	9
2026 Q1	$9.07M	Buy	189,473 +2,059	+1%	+$99.1K	3.91%	9
2025 Q4	$8.99M	Buy	187,414 +15,275	+9%	+$736K	4.04%	9
2025 Q3	$8.3M	Buy	172,139 +11,909	+7%	+$573K	3.98%	8
2025 Q2	$7.69M	Buy	160,230 +128,365	+403%	+$6.11M	4.13%	7
2025 Q1	$1.51M	Buy	31,865 +2,015	+7%	+$95.1K	0.96%	16
2024 Q4	$1.4M	Buy	29,850 +23,297	+356%	+$1.1M	0.9%	18
2024 Q3	$313K	Buy	+6,553	New	+$311K	0.21%	30

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

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 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

Cambridge Capital Management's DFSD Position: Q3 2026 in Review

Cambridge Capital Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5% in Q3 2026, buying an estimated $462K and bringing the position to 206,409 shares worth $9.6M. The position accounts for 3.63% of the portfolio, ranked #9.

Cambridge Capital Management first reported a position in DFSD in Q3 2024 and has held it in 9 quarters since. 261 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Cambridge Capital Management held 206,409 shares of Dimensional Short-Duration Fixed Income ETF worth $9.6M as of Q3 2026.
Cambridge Capital Management bought 9,787 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $462K.
Dimensional Short-Duration Fixed Income ETF made up 3.63% of Cambridge Capital Management's portfolio in Q3 2026, its #9 holding.
Cambridge Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 9 quarters since.
261 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Cambridge Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.