Graves Light Lenhart Wealth
DFSD icon

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
Q3 		$3.31M Sell
71,240
-14,688
-17% -$694K 0.31% 49
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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Woodward Financial Advisors
Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Graves Light Lenhart Wealth's DFSD Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 17% in Q3 2026, selling an estimated $694K and leaving 71,240 shares worth $3.31M. The position accounts for 0.31% of the portfolio, ranked #49.

Graves Light Lenhart Wealth first reported a position in DFSD in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.51M in Q4 2022. 161 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • Graves Light Lenhart Wealth held 71,240 shares of Dimensional Short-Duration Fixed Income ETF worth $3.31M as of Q3 2026.
  • Graves Light Lenhart Wealth sold 14,688 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $694K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.31% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #49 holding.
  • Graves Light Lenhart Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Graves Light Lenhart Wealth's Dimensional Short-Duration Fixed Income ETF position peaked at $6.51M in Q4 2022.
  • 161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.