CPA
DFSD

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

Cardiff Park 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
Q1 		$759K Buy
15,860
+35
+0.2% +$1.68K 0.06% 142
2025
Q4 		$759K Buy
15,825
+178
+1% +$8.58K 0.06% 142
2025
Q3 		$754K Buy
15,647
+121
+0.8% +$5.82K 0.06% 147
2025
Q2 		$745K Buy
+15,526
New +$739K 0.06% 135
2023
Q2 		– Sell
-3,424
Closed -$160K – 323
2023
Q1 		$160K Hold
3,424
– – 0.02% 232
2022
Q4 		$158K Buy
+3,424
New +$157K 0.02% 240

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Cardiff Park Advisors's DFSD Position: Q1 2026 in Review

Cardiff Park Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.22% in Q1 2026, buying an estimated $1.68K and bringing the position to 15,860 shares worth $759K. The position accounts for 0.06% of the portfolio, ranked #142.

Cardiff Park Advisors first reported a position in DFSD in Q4 2022 and has held it in 6 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Cardiff Park Advisors held 15,860 shares of Dimensional Short-Duration Fixed Income ETF worth $759K as of Q1 2026.
  • Cardiff Park Advisors bought 35 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $1.68K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.06% of Cardiff Park Advisors's portfolio in Q1 2026, its #142 holding.
  • Cardiff Park Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 6 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.