Cypress Financial Planning’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Cypress Financial Planning’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	$1.4M	Buy	30,020 +1,382	+5%	+$65.3K	0.37%	29
2026 Q2	$1.37M	Buy	28,638 +176	+0.6%	+$8.43K	0.33%	33
2026 Q1	$1.36M	Buy	28,462 +1,299	+5%	+$62.5K	0.38%	31
2025 Q4	$1.3M	Buy	+27,163	New	+$1.31M	0.36%	31

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

Cypress Financial Planning's DFSD Position: Q3 2026 in Review

Cypress Financial Planning increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.8% in Q3 2026, buying an estimated $65.3K and bringing the position to 30,020 shares worth $1.4M. The position accounts for 0.37% of the portfolio, ranked #29.

Cypress Financial Planning first reported a position in DFSD in Q4 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Cypress Financial Planning held 30,020 shares of Dimensional Short-Duration Fixed Income ETF worth $1.4M as of Q3 2026.
Cypress Financial Planning bought 1,382 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $65.3K.
Dimensional Short-Duration Fixed Income ETF made up 0.37% of Cypress Financial Planning's portfolio in Q3 2026, its #29 holding.
Cypress Financial Planning first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.