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

Heffernan 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
2026 Q3	$8.89M	Buy	191,280 +29,520	+18%	+$1.4M	5.97%	4
2026 Q2	$7.72M	Buy	161,760 +11,197	+7%	+$536K	6.46%	4
2026 Q1	$7.21M	Buy	150,563 +13,407	+10%	+$645K	6.69%	4
2025 Q4	$6.58M	Buy	+137,156	New	+$6.61M	6.3%	4

Other funds holding DFSD

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 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

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Heffernan Advisory's DFSD Position: Q3 2026 in Review

Heffernan Advisory increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 18% in Q3 2026, buying an estimated $1.4M and bringing the position to 191,280 shares worth $8.89M. The position accounts for 5.97% of the portfolio, ranked #4.

Heffernan Advisory first reported a position in DFSD in Q4 2025 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Heffernan Advisory held 191,280 shares of Dimensional Short-Duration Fixed Income ETF worth $8.89M as of Q3 2026.
Heffernan Advisory bought 29,520 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $1.4M.
Dimensional Short-Duration Fixed Income ETF made up 5.97% of Heffernan Advisory's portfolio in Q3 2026, its #4 holding.
Heffernan Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
150 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.