Cornerstone Planning Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Cornerstone Planning Group’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	–	Sell	-156	Closed	-$7.37K	–	549
2026 Q2	$7.37K	Buy	+156	New	+$7.47K	﹤0.01%	987
2025 Q2	–	Sell	-199	Closed	-$9.42K	–	1569
2025 Q1	$9.42K	Buy	+199	New	+$9.4K	﹤0.01%	588

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

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Cornerstone Planning Group's DFSD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2026, closing a stake of 156 shares — an estimated $7.37K sold.

Cornerstone Planning Group first reported a position in DFSD in Q1 2025 and held it in 2 quarters. The position peaked at $9.42K in Q1 2025. 161 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Cornerstone Planning Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 156 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $7.37K.
Cornerstone Planning Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and held it in 2 quarters.
Cornerstone Planning Group's Dimensional Short-Duration Fixed Income ETF position peaked at $9.42K in Q1 2025.
161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.