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

Dopkins 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	$2.42M	Buy	50,745 +2,170	+4%	+$104K	0.88%	29
2026 Q1	$2.33M	Buy	48,575 +1,158	+2%	+$55.7K	0.93%	27
2025 Q4	$2.27M	Buy	47,417 +2,135	+5%	+$103K	0.93%	26
2025 Q3	$2.18M	Buy	45,282 +657	+1%	+$31.6K	0.92%	27
2025 Q2	$2.14M	Buy	44,625 +4,187	+10%	+$199K	0.96%	25
2025 Q1	$1.92M	Buy	40,438 +5,441	+16%	+$257K	0.98%	26
2024 Q4	$1.64M	Buy	+34,997	New	+$1.66M	0.84%	26
2024 Q3	–	Sell	-28,484	Closed	-$1.34M	–	75
2024 Q2	$1.34M	Buy	28,484 +16,768	+143%	+$787K	0.81%	19
2024 Q1	$551K	Buy	+11,716	New	+$551K	0.33%	42

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 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

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return