GWWM
DFSD icon

Great Waters Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Great Waters Wealth Management’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 		$98.3M Buy
2,114,712
+165,541
+8% +$7.82M 8.84% 4
2026
Q2 		$93.1M Buy
1,949,171
+165,247
+9% +$7.91M 8.62% 5
2026
Q1 		$85.4M Buy
1,783,924
+224,127
+14% +$10.8M 9.04% 4
2025
Q4 		$74.8M Buy
1,559,797
+148,092
+10% +$7.14M 8.23% 4
2025
Q3 		$68M Buy
1,411,705
+169,265
+14% +$8.15M 8.04% 4
2025
Q2 		$59.6M Buy
1,242,440
+53,154
+4% +$2.53M 7.76% 4
2025
Q1 		$56.5M Sell
1,189,286
-34,059
-3% -$1.61M 7.84% 4
2024
Q4 		$57.4M Buy
1,223,345
+132,724
+12% +$6.28M 7.36% 5
2024
Q3 		$52.1M Buy
1,090,621
+133,692
+14% +$6.34M 7.02% 4
2024
Q2 		$45M Buy
956,929
+156,849
+20% +$7.36M 6.87% 5
2024
Q1 		$37.6M Buy
800,080
+155,371
+24% +$7.3M 6.15% 6
2023
Q4 		$30.2M Buy
644,709
+23,468
+4% +$1.09M 5.37% 8
2023
Q3 		$28.8M Buy
621,241
+94,917
+18% +$4.41M 5.72% 7
2023
Q2 		$24.4M Buy
526,324
+88,826
+20% +$4.14M 4.85% 7
2023
Q1 		$20.4M Buy
437,498
+111,237
+34% +$5.17M 4.3% 7
2022
Q4 		$15.2M Buy
+326,261
New +$15M 3.27% 8

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Great Waters Wealth Management's DFSD Position: Q3 2026 in Review

Great Waters Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.5% in Q3 2026, buying an estimated $7.82M and bringing the position to 2,114,712 shares worth $98.3M. The position accounts for 8.84% of the portfolio, ranked #4.

Great Waters Wealth Management first reported a position in DFSD in Q4 2022 and has held it in 16 quarters since. 43 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • Great Waters Wealth Management held 2,114,712 shares of Dimensional Short-Duration Fixed Income ETF worth $98.3M as of Q3 2026.
  • Great Waters Wealth Management bought 165,541 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $7.82M.
  • Dimensional Short-Duration Fixed Income ETF made up 8.84% of Great Waters Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Great Waters Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
  • 43 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.