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 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	$9.59M	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 $7.08B 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