Concurrent Investment Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Concurrent Investment 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	$235K	Sell	5,063 -24,732	-83%	-$1.17M	﹤0.01%	2056
2026 Q2	$1.42M	Buy	29,795 +2,870	+11%	+$137K	0.01%	850
2026 Q1	$1.29M	Buy	+26,925	New	+$1.3M	0.01%	780

Other funds holding DFSD

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

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Concurrent Investment Advisors's DFSD Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 83% in Q3 2026, selling an estimated $1.17M and leaving 5,063 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Concurrent Investment Advisors first reported a position in DFSD in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.42M in Q2 2026. 333 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Concurrent Investment Advisors held 5,063 shares of Dimensional Short-Duration Fixed Income ETF worth $235K as of Q3 2026.
Concurrent Investment Advisors sold 24,732 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $1.17M.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #2056 holding.
Concurrent Investment Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and has held it in 3 quarters since.
Concurrent Investment Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $1.42M in Q2 2026.
333 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.