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

Canvas Wealth 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 Q2	$893K	Buy	+18,694	New	+$895K	0.12%	91

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Rachor Investment Advisory Services Linden, Michigan $203M AUM

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

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Canvas Wealth Advisors's DFSD Position: Q2 2026 in Review

Canvas Wealth Advisors opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 18,694 shares worth $893K. The stake represents 0.12% of the portfolio and ranks #91 among its holdings.

100 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Canvas Wealth Advisors held 18,694 shares of Dimensional Short-Duration Fixed Income ETF worth $893K as of Q2 2026.
Dimensional Short-Duration Fixed Income ETF was a new Canvas Wealth Advisors position in Q2 2026.
Dimensional Short-Duration Fixed Income ETF made up 0.12% of Canvas Wealth Advisors's portfolio in Q2 2026, its #91 holding.
100 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.