GFA
DFSD

Grunden Financial Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Grunden Financial Advisory’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
2025
Q4 		$24.7M Buy
514,517
+1,741
+0.3% +$83.9K 9.64% 4
2025
Q3 		$24.7M Buy
512,776
+14,683
+3% +$707K 10.05% 4
2025
Q2 		$23.9M Sell
498,093
-635
-0.1% -$30.2K 10.56% 4
2025
Q1 		$23.7M Buy
498,728
+13,287
+3% +$627K 11.51% 4
2024
Q4 		$22.8M Buy
485,441
+28,073
+6% +$1.33M 10.99% 4
2024
Q3 		$21.8M Buy
457,368
+7,983
+2% +$379K 10.72% 4
2024
Q2 		$21.1M Buy
449,385
+9,414
+2% +$442K 11.03% 4
2024
Q1 		$20.7M Buy
439,971
+8,751
+2% +$411K 11.01% 4
2023
Q4 		$20.3M Buy
+431,220
New +$20.1M 11.39% 4

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Grunden Financial Advisory's DFSD Position: Q4 2025 in Review

Grunden Financial Advisory increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.34% in Q4 2025, buying an estimated $83.9K and bringing the position to 514,517 shares worth $24.7M. The position accounts for 9.64% of the portfolio, ranked #4.

Grunden Financial Advisory first reported a position in DFSD in Q4 2023 and has held it in 9 quarters since. The position peaked at $24.7M in Q3 2025. 410 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

  • Grunden Financial Advisory held 514,517 shares of Dimensional Short-Duration Fixed Income ETF worth $24.7M as of Q4 2025.
  • Grunden Financial Advisory bought 1,741 Dimensional Short-Duration Fixed Income ETF shares in Q4 2025, an estimated $83.9K.
  • Dimensional Short-Duration Fixed Income ETF made up 9.64% of Grunden Financial Advisory's portfolio in Q4 2025, its #4 holding.
  • Grunden Financial Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 9 quarters since.
  • Grunden Financial Advisory's Dimensional Short-Duration Fixed Income ETF position peaked at $24.7M in Q3 2025.
  • 410 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.