Dynamic Advisor Solutions
DFSD icon

Dynamic Advisor Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Dynamic Advisor 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 		$8.08M Sell
173,941
-227
-0.1% -$10.7K 0.23% 91
2026
Q2 		$8.32M Buy
174,168
+726
+0.4% +$34.8K 0.24% 94
2026
Q1 		$8.3M Buy
173,442
+3,773
+2% +$182K 0.26% 86
2025
Q4 		$8.14M Sell
169,669
-84,288
-33% -$4.06M 0.26% 86
2025
Q3 		$12.2M Buy
253,957
+5,777
+2% +$278K 0.36% 67
2025
Q2 		$11.9M Buy
248,180
+8,984
+4% +$428K 0.37% 63
2025
Q1 		$11.4M Buy
239,196
+3,192
+1% +$151K 0.37% 67
2024
Q4 		$11.1M Buy
236,004
+5,081
+2% +$240K 0.48% 47
2024
Q3 		$11M Buy
230,923
+11,692
+5% +$555K 0.33% 68
2024
Q2 		$10.3M Buy
219,231
+30,788
+16% +$1.45M 0.32% 71
2024
Q1 		$8.86M Buy
188,443
+11,684
+7% +$549K 0.3% 84
2023
Q4 		$8.27M Buy
176,759
+32,908
+23% +$1.53M 0.31% 86
2023
Q3 		$6.67M Buy
143,851
+70,974
+97% +$3.3M 0.32% 84
2023
Q2 		$3.38M Buy
72,877
+20,318
+39% +$946K 0.18% 157
2023
Q1 		$2.45M Buy
52,559
+35,976
+217% +$1.67M 0.14% 183
2022
Q4 		$764K Buy
+16,583
New +$762K 0.05% 332

Other funds holding DFSD

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Foster Group
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
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Elser Financial Planning
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

Dynamic Advisor Solutions's DFSD Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.13% in Q3 2026, selling an estimated $10.7K and leaving 173,941 shares worth $8.08M. The position accounts for 0.23% of the portfolio, ranked #91.

Dynamic Advisor Solutions first reported a position in DFSD in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.2M in Q3 2025. 102 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • Dynamic Advisor Solutions held 173,941 shares of Dimensional Short-Duration Fixed Income ETF worth $8.08M as of Q3 2026.
  • Dynamic Advisor Solutions sold 227 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $10.7K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.23% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #91 holding.
  • Dynamic Advisor Solutions first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Dynamic Advisor Solutions's Dimensional Short-Duration Fixed Income ETF position peaked at $12.2M in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.