DecisionMap Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

DecisionMap Wealth Management’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	$1.47M	Buy	30,866 +1,651	+6%	+$79.1K	0.82%	30
2026 Q1	$1.4M	Buy	29,215 +1,719	+6%	+$82.7K	0.91%	27
2025 Q4	$1.32M	Sell	27,496 -123	-0.4%	-$5.93K	0.81%	30
2025 Q3	$1.33M	Sell	27,619 -1,317	-5%	-$63.4K	0.85%	30
2025 Q2	$1.39M	Sell	28,936 -2,492	-8%	-$119K	0.95%	27
2025 Q1	$1.49M	Sell	31,428 -3,092	-9%	-$146K	1.14%	23
2024 Q4	$1.62M	Buy	+34,520	New	+$1.63M	1.28%	21

Other funds holding DFSD

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

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

DecisionMap Wealth Management's DFSD Position: Q2 2026 in Review

DecisionMap Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.7% in Q2 2026, buying an estimated $79.1K and bringing the position to 30,866 shares worth $1.47M. The position accounts for 0.82% of the portfolio, ranked #30.

DecisionMap Wealth Management first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2024. 124 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

DecisionMap Wealth Management held 30,866 shares of Dimensional Short-Duration Fixed Income ETF worth $1.47M as of Q2 2026.
DecisionMap Wealth Management bought 1,651 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $79.1K.
Dimensional Short-Duration Fixed Income ETF made up 0.82% of DecisionMap Wealth Management's portfolio in Q2 2026, its #30 holding.
DecisionMap Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
DecisionMap Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.62M in Q4 2024.
124 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.