DiNuzzo Private Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

DiNuzzo Private Wealth’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	$99.3M	Buy	2,080,578 +39,395	+2%	+$1.89M	9.83%	2
2026 Q1	$97.7M	Sell	2,041,183 -2,451	-0.1%	-$118K	10.53%	2
2025 Q4	$98M	Buy	2,043,634 +95,540	+5%	+$4.6M	10.66%	2
2025 Q3	$93.9M	Buy	1,948,094 +49,990	+3%	+$2.41M	10.64%	2
2025 Q2	$91.1M	Sell	1,898,104 -53,363	-3%	-$2.54M	10.82%	2
2025 Q1	$92.7M	Buy	1,951,467 +1,707	+0.1%	+$80.6K	11.67%	1
2024 Q4	$91.4M	Sell	1,949,760 -48,969	-2%	-$2.32M	11.57%	1
2024 Q3	$95.4M	Sell	1,998,729 -1,681	-0.1%	-$79.8K	11.77%	1
2024 Q2	$94M	Buy	2,000,410 +54,048	+3%	+$2.54M	12.69%	1
2024 Q1	$91.6M	Sell	1,946,362 -50,230	-3%	-$2.36M	12.35%	1
2023 Q4	$93.9M	Buy	+1,996,592	New	+$93M	13.32%	1

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $153M AUM 14.65% 1-Year Est. Return