CFP
DFSD

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
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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Cypress Financial Planning's DFSD Position: Q2 2026 in Review

Cypress Financial Planning increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.62% in Q2 2026, buying an estimated $8.43K and bringing the position to 28,638 shares worth $1.37M. The position accounts for 0.33% of the portfolio, ranked #33.

Cypress Financial Planning first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Cypress Financial Planning held 28,638 shares of Dimensional Short-Duration Fixed Income ETF worth $1.37M as of Q2 2026.
  • Cypress Financial Planning bought 176 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $8.43K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.33% of Cypress Financial Planning's portfolio in Q2 2026, its #33 holding.
  • Cypress Financial Planning first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.