FOA
DFSD

Five Oceans Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Five Oceans Advisors’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 		$2.36M Sell
49,395
-6,960
-12% -$333K 0.76% 23
2026
Q1 		$2.7M Sell
56,355
-175
-0.3% -$8.42K 0.98% 18
2025
Q4 		$2.71M Buy
56,530
+26
+0% +$1.25K 0.96% 20
2025
Q3 		$2.72M Buy
56,504
+64
+0.1% +$3.08K 1% 17
2025
Q2 		$2.71M Buy
56,440
+3,798
+7% +$181K 1.16% 17
2025
Q1 		$2.5M Sell
52,642
-3,526
-6% -$166K 1.2% 17
2024
Q4 		$2.63M Buy
56,168
+28,874
+106% +$1.37M 1.21% 17
2024
Q3 		$1.3M Hold
27,294
– – 0.62% 28
2024
Q2 		$1.28M Sell
27,294
-1,501
-5% -$70.5K 0.67% 30
2024
Q1 		$1.35M Buy
28,795
+7
+0% +$329 0.7% 30
2023
Q4 		$1.35M Sell
28,788
-457
-2% -$21.3K 0.76% 29
2023
Q3 		$1.36M Sell
29,245
-6,502
-18% -$302K 0.87% 26
2023
Q2 		$1.66M Sell
35,747
-16
-0% -$745 1.07% 16
2023
Q1 		$1.67M Buy
35,763
+6,263
+21% +$291K 1.08% 16
2022
Q4 		$1.36M Buy
29,500
+223
+0.8% +$10.2K 0.94% 19
2022
Q3 		$1.35M Sell
29,277
-977
-3% -$45.7K 1.06% 19
2022
Q2 		$1.42M Buy
+30,254
New +$1.43M 1.06% 21

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Five Oceans Advisors's DFSD Position: Q2 2026 in Review

Five Oceans Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 12% in Q2 2026, selling an estimated $333K and leaving 49,395 shares worth $2.36M. The position accounts for 0.76% of the portfolio, ranked #23.

Five Oceans Advisors first reported a position in DFSD in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.72M in Q3 2025. 100 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Five Oceans Advisors held 49,395 shares of Dimensional Short-Duration Fixed Income ETF worth $2.36M as of Q2 2026.
  • Five Oceans Advisors sold 6,960 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $333K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.76% of Five Oceans Advisors's portfolio in Q2 2026, its #23 holding.
  • Five Oceans Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Five Oceans Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $2.72M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.