DPW
DFSD

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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DiNuzzo Private Wealth's DFSD Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.9% in Q2 2026, buying an estimated $1.89M and bringing the position to 2,080,578 shares worth $99.3M. The position accounts for 9.83% of the portfolio, ranked #2.

DiNuzzo Private Wealth first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • DiNuzzo Private Wealth held 2,080,578 shares of Dimensional Short-Duration Fixed Income ETF worth $99.3M as of Q2 2026.
  • DiNuzzo Private Wealth bought 39,395 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.89M.
  • Dimensional Short-Duration Fixed Income ETF made up 9.83% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #2 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.