GLLW
DFSD

Graves Light Lenhart Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Graves Light Lenhart Wealth’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 		$4.1M Sell
85,928
-1,208
-1% -$57.8K 0.38% 47
2026
Q1 		$4.17M Buy
87,136
+511
+0.6% +$24.6K 0.43% 46
2025
Q4 		$4.15M Buy
86,625
+887
+1% +$42.7K 0.44% 45
2025
Q3 		$4.13M Buy
85,738
+29
+0% +$1.4K 0.46% 45
2025
Q2 		$4.11M Sell
85,709
-293
-0.3% -$14K 0.49% 43
2025
Q1 		$4.09M Buy
86,002
+2,296
+3% +$108K 0.5% 43
2024
Q4 		$3.92M Buy
83,706
+3,756
+5% +$178K 0.49% 47
2024
Q3 		$3.82M Sell
79,950
-33,014
-29% -$1.57M 0.47% 47
2024
Q2 		$5.31M Buy
112,964
+144
+0.1% +$6.76K 0.61% 40
2024
Q1 		$5.31M Sell
112,820
-1,140
-1% -$53.6K 0.61% 40
2023
Q4 		$5.36M Buy
113,960
+1,605
+1% +$74.8K 0.67% 39
2023
Q3 		$5.21M Sell
112,355
-17,440
-13% -$811K 0.71% 36
2023
Q2 		$6.02M Buy
129,795
+1,189
+0.9% +$55.4K 0.81% 30
2023
Q1 		$6M Sell
128,606
-12,534
-9% -$582K 0.93% 29
2022
Q4 		$6.51M Buy
+141,140
New +$6.48M 1% 28

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Graves Light Lenhart Wealth's DFSD Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.4% in Q2 2026, selling an estimated $57.8K and leaving 85,928 shares worth $4.1M. The position accounts for 0.38% of the portfolio, ranked #47.

Graves Light Lenhart Wealth first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.51M in Q4 2022. 100 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Graves Light Lenhart Wealth held 85,928 shares of Dimensional Short-Duration Fixed Income ETF worth $4.1M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 1,208 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $57.8K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.38% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #47 holding.
  • Graves Light Lenhart Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Graves Light Lenhart Wealth's Dimensional Short-Duration Fixed Income ETF position peaked at $6.51M in Q4 2022.
  • 100 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.