CC
DFSD

Copperleaf Capital’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Copperleaf Capital’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
Q3 		$1.87M Buy
38,833
+7,317
+23% +$352K 0.9% 31
2025
Q2 		$1.51M Buy
31,516
+12,896
+69% +$614K 0.77% 36
2025
Q1 		$885K Sell
18,620
-1,276
-6% -$60.2K 0.53% 57
2024
Q4 		$933K Buy
19,896
+4,790
+32% +$227K 0.59% 50
2024
Q3 		$721K Buy
15,106
+4,495
+42% +$213K 0.55% 55
2024
Q2 		$499K Buy
10,611
+1,163
+12% +$54.6K 0.4% 67
2024
Q1 		$444K Sell
9,448
-6,583
-41% -$309K 0.38% 68
2023
Q4 		$754K Sell
16,031
-2,549
-14% -$119K 0.77% 42
2023
Q3 		$862K Buy
18,580
+3,775
+25% +$175K 0.93% 34
2023
Q2 		$686K Buy
+14,805
New +$690K 0.64% 38

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Copperleaf Capital's DFSD Position: Q3 2025 in Review

Copperleaf Capital increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 23% in Q3 2025, buying an estimated $352K and bringing the position to 38,833 shares worth $1.87M. The position accounts for 0.9% of the portfolio, ranked #31.

Copperleaf Capital first reported a position in DFSD in Q2 2023 and has held it in 10 quarters since. 363 funds tracked by Wall St. Rank hold DFSD as of Q3 2025.

  • Copperleaf Capital held 38,833 shares of Dimensional Short-Duration Fixed Income ETF worth $1.87M as of Q3 2025.
  • Copperleaf Capital bought 7,317 Dimensional Short-Duration Fixed Income ETF shares in Q3 2025, an estimated $352K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.9% of Copperleaf Capital's portfolio in Q3 2025, its #31 holding.
  • Copperleaf Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 10 quarters since.
  • 363 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.