Central Trust Company’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Central Trust Company’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	$165K	Sell	3,545 -525	-13%	-$24.8K	﹤0.01%	657
2026 Q2	$194K	Sell	4,070 -230	-5%	-$11K	﹤0.01%	625
2026 Q1	$206K	Buy	4,300 +550	+15%	+$26.5K	﹤0.01%	589
2025 Q4	$180K	Hold	3,750	–	–	﹤0.01%	608
2025 Q3	$181K	Hold	3,750	–	–	﹤0.01%	602
2025 Q2	$180K	Buy	3,750 +3,100	+477%	+$148K	﹤0.01%	574
2025 Q1	$30.9K	Buy	+650	New	+$30.7K	﹤0.01%	886

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 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

Central Trust Company's DFSD Position: Q3 2026 in Review

Central Trust Company reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 13% in Q3 2026, selling an estimated $24.8K and leaving 3,545 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Central Trust Company first reported a position in DFSD in Q1 2025 and has held it in 7 quarters since. The position peaked at $206K in Q1 2026. 303 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Central Trust Company held 3,545 shares of Dimensional Short-Duration Fixed Income ETF worth $165K as of Q3 2026.
Central Trust Company sold 525 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $24.8K.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Central Trust Company's portfolio in Q3 2026, its #657 holding.
Central Trust Company first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
Central Trust Company's Dimensional Short-Duration Fixed Income ETF position peaked at $206K in Q1 2026.
303 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Central Trust Company's 13F filing for Q3 2026, filed 5 Nov 2026.