Discipline Wealth Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Discipline Wealth Solutions’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	$9.8M	Sell	211,439 -68,600	-24%	-$3.24M	0.85%	33
2026 Q2	$13.4M	Buy	280,039 +14,829	+6%	+$710K	1.17%	24
2026 Q1	$12.7M	Buy	265,210 +42,255	+19%	+$2.03M	1.34%	20
2025 Q4	$10.7M	Buy	222,955 +12,376	+6%	+$596K	1.98%	14
2025 Q3	$10.1M	Buy	+210,579	New	+$10.1M	2.68%	9

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

WFA

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Discipline Wealth Solutions's DFSD Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 24% in Q3 2026, selling an estimated $3.24M and leaving 211,439 shares worth $9.8M. The position accounts for 0.85% of the portfolio, ranked #33.

Discipline Wealth Solutions first reported a position in DFSD in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.4M in Q2 2026. 102 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Discipline Wealth Solutions held 211,439 shares of Dimensional Short-Duration Fixed Income ETF worth $9.8M as of Q3 2026.
Discipline Wealth Solutions sold 68,600 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $3.24M.
Dimensional Short-Duration Fixed Income ETF made up 0.85% of Discipline Wealth Solutions's portfolio in Q3 2026, its #33 holding.
Discipline Wealth Solutions first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 5 quarters since.
Discipline Wealth Solutions's Dimensional Short-Duration Fixed Income ETF position peaked at $13.4M in Q2 2026.
102 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.