CPCM
DFSD

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

Cardinal Point 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
2025
Q2 		– Sell
-5,273
Closed -$251K – 245
2025
Q1 		$251K Buy
+5,273
New +$249K 0.02% 160

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SC
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AC
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OIA
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BHWM
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PCI
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DPW
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HighTower Advisors
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Cardinal Point Capital Management's DFSD Position: Q2 2025 in Review

Cardinal Point Capital Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2025, closing a stake of 5,273 shares — an estimated $251K sold.

Cardinal Point Capital Management first reported a position in DFSD in Q1 2025 and held it in 1 quarter. The position peaked at $251K in Q1 2025. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • Cardinal Point Capital Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Cardinal Point Capital Management sold 5,273 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $251K.
  • Cardinal Point Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Cardinal Point Capital Management's Dimensional Short-Duration Fixed Income ETF position peaked at $251K in Q1 2025.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

Based on Cardinal Point Capital Management's 13F filing for Q2 2025, filed 31 Jul 2025.