Glenview Trust’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Glenview Trust’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	$211K	Buy	+4,534	New	+$214K	﹤0.01%	502

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

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

Glenview Trust's DFSD Position: Q3 2026 in Review

Glenview Trust opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2026: 4,534 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings.

214 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Glenview Trust held 4,534 shares of Dimensional Short-Duration Fixed Income ETF worth $211K as of Q3 2026.
Dimensional Short-Duration Fixed Income ETF was a new Glenview Trust position in Q3 2026.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Glenview Trust's portfolio in Q3 2026, its #502 holding.
214 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Glenview Trust's 13F filing for Q3 2026, filed 28 Oct 2026.