GWWM
DFSD

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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Great Waters Wealth Management's DFSD Position: Q2 2026 in Review

Great Waters Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 9.3% in Q2 2026, buying an estimated $7.91M and bringing the position to 1,949,171 shares worth $93.1M. The position accounts for 8.62% of the portfolio, ranked #5.

Great Waters Wealth Management first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Great Waters Wealth Management held 1,949,171 shares of Dimensional Short-Duration Fixed Income ETF worth $93.1M as of Q2 2026.
  • Great Waters Wealth Management bought 165,247 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $7.91M.
  • Dimensional Short-Duration Fixed Income ETF made up 8.62% of Great Waters Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Great Waters Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.