Family Wealth Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Family Wealth Partners’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	$10.4M	Buy	217,274 +8,883	+4%	+$425K	3.18%	12
2026 Q1	$9.98M	Buy	208,391 +26,438	+15%	+$1.27M	3.41%	11
2025 Q4	$8.72M	Buy	181,953 +10,817	+6%	+$521K	3.14%	12
2025 Q3	$8.25M	Buy	171,136 +8,962	+6%	+$431K	3.09%	12
2025 Q2	$7.79M	Buy	162,174 +9,208	+6%	+$438K	3.12%	12
2025 Q1	$7.27M	Buy	152,966 +11,562	+8%	+$546K	3.32%	11
2024 Q4	$6.63M	Buy	141,404 +24,179	+21%	+$1.14M	3.15%	12
2024 Q3	$5.6M	Sell	117,225 -1,151	-1%	-$54.6K	2.86%	14
2024 Q2	$5.56M	Buy	118,376 +14,988	+14%	+$704K	2.89%	14
2024 Q1	$4.86M	Buy	103,388 +40,767	+65%	+$1.92M	2.76%	14
2023 Q4	$2.94M	Buy	+62,621	New	+$2.92M	2.27%	17

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