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 Q3	$750K	Buy	16,142 +157	+1%	+$7.42K	0.05%	145
2026 Q2	$763K	Buy	15,985 +125	+0.8%	+$5.98K	0.06%	139
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 Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 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

Cardiff Park Advisors's DFSD Position: Q3 2026 in Review

Cardiff Park Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.98% in Q3 2026, buying an estimated $7.42K and bringing the position to 16,142 shares worth $750K. The position accounts for 0.05% of the portfolio, ranked #145.

Cardiff Park Advisors first reported a position in DFSD in Q4 2022 and has held it in 8 quarters since. The position peaked at $763K in Q2 2026. 386 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Cardiff Park Advisors held 16,142 shares of Dimensional Short-Duration Fixed Income ETF worth $750K as of Q3 2026.
Cardiff Park Advisors bought 157 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $7.42K.
Dimensional Short-Duration Fixed Income ETF made up 0.05% of Cardiff Park Advisors's portfolio in Q3 2026, its #145 holding.
Cardiff Park Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 8 quarters since.
Cardiff Park Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $763K in Q2 2026.
386 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Cardiff Park Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.