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

Fonville 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 Q3	$14.9M	Buy	320,892 +78,592	+32%	+$3.71M	2.25%	16
2026 Q2	$11.6M	Buy	242,300 +88,636	+58%	+$4.24M	1.89%	17
2026 Q1	$7.36M	Buy	153,664 +82,823	+117%	+$3.98M	1.4%	25
2025 Q4	$3.4M	Buy	70,841 +41,851	+144%	+$2.02M	0.69%	36
2025 Q3	$1.4M	Buy	28,990 +21,055	+265%	+$1.01M	0.31%	54
2025 Q2	$381K	Buy	+7,935	New	+$378K	0.1%	92

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 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

Fonville Wealth Management's DFSD Position: Q3 2026 in Review

Fonville Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 32% in Q3 2026, buying an estimated $3.71M and bringing the position to 320,892 shares worth $14.9M. The position accounts for 2.25% of the portfolio, ranked #16.

Fonville Wealth Management first reported a position in DFSD in Q2 2025 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Fonville Wealth Management held 320,892 shares of Dimensional Short-Duration Fixed Income ETF worth $14.9M as of Q3 2026.
Fonville Wealth Management bought 78,592 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $3.71M.
Dimensional Short-Duration Fixed Income ETF made up 2.25% of Fonville Wealth Management's portfolio in Q3 2026, its #16 holding.
Fonville Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
378 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Fonville Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.