Hartmann Taylor Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Hartmann Taylor 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	$1.43M	Sell	30,874 -8,431	-21%	-$398K	0.81%	29
2026 Q2	$1.88M	Hold	39,305	–	–	1.25%	19
2026 Q1	$1.88M	Sell	39,305 -2,570	-6%	-$124K	1.24%	19
2025 Q4	$2.01M	Sell	41,875 -2,190	-5%	-$106K	1.36%	19
2025 Q3	$2.12M	Buy	44,065 +1,800	+4%	+$86.6K	1.52%	19
2025 Q2	$2.03M	Sell	42,265 -14,150	-25%	-$674K	1.69%	17
2025 Q1	$2.68M	Buy	+56,415	New	+$2.66M	2.4%	13

Other funds holding DFSD

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Hartmann Taylor Wealth Management's DFSD Position: Q3 2026 in Review

Hartmann Taylor Wealth Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 21% in Q3 2026, selling an estimated $398K and leaving 30,874 shares worth $1.43M. The position accounts for 0.81% of the portfolio, ranked #29.

Hartmann Taylor Wealth Management first reported a position in DFSD in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.68M in Q1 2025. 331 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Hartmann Taylor Wealth Management held 30,874 shares of Dimensional Short-Duration Fixed Income ETF worth $1.43M as of Q3 2026.
Hartmann Taylor Wealth Management sold 8,431 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $398K.
Dimensional Short-Duration Fixed Income ETF made up 0.81% of Hartmann Taylor Wealth Management's portfolio in Q3 2026, its #29 holding.
Hartmann Taylor Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
Hartmann Taylor Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $2.68M in Q1 2025.
331 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.