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

DecisionPoint Financial’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	$22.6K	Hold	485	–	–	﹤0.01%	192
2026 Q2	$23.1K	Sell	485 -861	-64%	-$41.2K	﹤0.01%	152
2026 Q1	$64.4K	Buy	1,346 +860	+177%	+$41.4K	0.01%	80
2025 Q4	$23.3K	Hold	486	–	–	0.01%	127
2025 Q3	$23.5K	Hold	486	–	–	0.01%	107
2025 Q2	$23.3K	Hold	486	–	–	0.01%	117
2025 Q1	$23.1K	Hold	486	–	–	0.01%	117
2024 Q4	$22.8K	Hold	486	–	–	0.01%	120
2024 Q3	$23.2K	Hold	486	–	–	0.01%	117
2024 Q2	$23K	Sell	486 -1,111	-70%	-$52.1K	0.01%	119
2024 Q1	$74.7K	Hold	1,597	–	–	0.03%	63
2023 Q4	$75.1K	Hold	1,597	–	–	0.03%	60
2023 Q3	$74.1K	Hold	1,597	–	–	0.04%	47
2023 Q2	$74K	Sell	1,597 -1,845	-54%	-$85.9K	0.04%	52
2023 Q1	$161K	Sell	3,442 -183	-5%	-$8.5K	0.09%	27
2022 Q4	$167K	Buy	+3,625	New	+$166K	0.1%	26

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

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 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

DecisionPoint Financial's DFSD Position: Q3 2026 in Review

DecisionPoint Financial held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q3 2026 at 485 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

DecisionPoint Financial first reported a position in DFSD in Q4 2022 and has held it in 16 quarters since. The position peaked at $167K in Q4 2022. 186 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

DecisionPoint Financial held 485 shares of Dimensional Short-Duration Fixed Income ETF worth $22.6K as of Q3 2026.
DecisionPoint Financial left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q3 2026.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #192 holding.
DecisionPoint Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's Dimensional Short-Duration Fixed Income ETF position peaked at $167K in Q4 2022.
186 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.