Foster Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Foster Group’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	$51.6M	Buy	+1,111,336	New	+$52.5M	1.4%	23
2025 Q1	–	Sell	-4,811	Closed	-$226K	–	229
2024 Q4	$226K	Sell	4,811 -27,902	-85%	-$1.32M	0.01%	179
2024 Q3	$1.56M	Hold	32,713	–	–	0.06%	71
2024 Q2	$1.54M	Sell	32,713 -105	-0.3%	-$4.93K	0.06%	74
2024 Q1	$1.54M	Buy	32,818 +55	+0.2%	+$2.58K	0.08%	68
2023 Q4	$1.52M	Hold	32,763	–	–	0.09%	57
2023 Q3	$1.52M	Hold	32,763	–	–	0.09%	57
2023 Q2	$1.52M	Hold	32,763	–	–	0.09%	58
2023 Q1	$1.53M	Sell	32,763 -6,147	-16%	-$286K	0.1%	54
2022 Q4	$1.79M	Buy	+38,910	New	+$1.79M	0.13%	43

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

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

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Foster Group's DFSD Position: Q3 2026 in Review

Foster Group opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2026: 1,111,336 shares worth $51.6M. The stake represents 1.4% of the portfolio and ranks #23 among its holdings. This is a return to the name: Foster Group previously reported a position in DFSD as recently as Q4 2024.

Foster Group first reported a position in DFSD in Q4 2022 and has held it in 10 quarters since. 214 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Foster Group held 1,111,336 shares of Dimensional Short-Duration Fixed Income ETF worth $51.6M as of Q3 2026.
Dimensional Short-Duration Fixed Income ETF was a new Foster Group position in Q3 2026.
Dimensional Short-Duration Fixed Income ETF made up 1.4% of Foster Group's portfolio in Q3 2026, its #23 holding.
Foster Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 10 quarters since.
214 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.