CX Institutional
DFSD icon

CX Institutional’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

CX Institutional’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
-120
Closed -$6K – 1690
2026
Q2 		$6K Buy
+120
New +$5.75K ﹤0.01% 1352

Other funds holding DFSD

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Woodward Financial Advisors
Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

CX Institutional's DFSD Position: Q3 2026 in Review

CX Institutional sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2026, closing a stake of 120 shares — an estimated $6K sold.

CX Institutional first reported a position in DFSD in Q2 2026 and held it in 1 quarter. The position peaked at $6K in Q2 2026. 138 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • CX Institutional reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 120 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $6K.
  • CX Institutional first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2026 and held it in 1 quarter.
  • CX Institutional's Dimensional Short-Duration Fixed Income ETF position peaked at $6K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.