Friday Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Friday Financial’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	$14.8M	Buy	318,461 +43,880	+16%	+$2.07M	2.93%	10
2026 Q2	$13.1M	Buy	274,581 +54,710	+25%	+$2.62M	3.51%	8
2026 Q1	$10.5M	Buy	219,871 +19,893	+10%	+$957K	3.63%	7
2025 Q4	$9.6M	Buy	199,978 +36,746	+23%	+$1.77M	3.38%	7
2025 Q3	$7.87M	Buy	163,232 +17,019	+12%	+$819K	3.29%	9
2025 Q2	$7.02M	Buy	146,213 +11,052	+8%	+$526K	3.57%	7
2025 Q1	$6.43M	Buy	135,161 +20,903	+18%	+$987K	3.85%	7
2024 Q4	$5.36M	Buy	+114,258	New	+$5.41M	3.69%	8

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

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Friday Financial's DFSD Position: Q3 2026 in Review

Friday Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 16% in Q3 2026, buying an estimated $2.07M and bringing the position to 318,461 shares worth $14.8M. The position accounts for 2.93% of the portfolio, ranked #10.

Friday Financial first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. 138 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Friday Financial held 318,461 shares of Dimensional Short-Duration Fixed Income ETF worth $14.8M as of Q3 2026.
Friday Financial bought 43,880 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $2.07M.
Dimensional Short-Duration Fixed Income ETF made up 2.93% of Friday Financial's portfolio in Q3 2026, its #10 holding.
Friday Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
138 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.