Helen Stephens Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Helen Stephens Group’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	$244K	Sell	5,120 -3,035	-37%	-$145K	0.04%	123
2026 Q1	$390K	Buy	+8,155	New	+$392K	0.08%	86
2025 Q2	–	Sell	-4,289	Closed	-$204K	–	89
2025 Q1	$204K	Sell	4,289 -28	-0.6%	-$1.32K	0.06%	84
2024 Q4	$202K	Sell	4,317 -1,344	-24%	-$63.6K	0.06%	85
2024 Q3	$270K	Buy	5,661 +529	+10%	+$25.1K	0.08%	73
2024 Q2	$241K	Buy	5,132 +33	+0.6%	+$1.55K	0.08%	75
2024 Q1	$240K	Sell	5,099 -406	-7%	-$19.1K	0.09%	68
2023 Q4	$259K	Buy	5,505 +485	+10%	+$22.6K	0.12%	66
2023 Q3	$233K	Sell	5,020 -117	-2%	-$5.44K	0.12%	61
2023 Q2	$238K	Buy	5,137 +119	+2%	+$5.54K	0.12%	61
2023 Q1	$234K	Buy	5,018 +135	+3%	+$6.27K	0.12%	63
2022 Q4	$225K	Buy	+4,883	New	+$224K	0.13%	64

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Helen Stephens Group's DFSD Position: Q2 2026 in Review

Helen Stephens Group reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 37% in Q2 2026, selling an estimated $145K and leaving 5,120 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #123.

Helen Stephens Group first reported a position in DFSD in Q4 2022 and has held it in 12 quarters since. The position peaked at $390K in Q1 2026. 246 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Helen Stephens Group held 5,120 shares of Dimensional Short-Duration Fixed Income ETF worth $244K as of Q2 2026.
Helen Stephens Group sold 3,035 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $145K.
Dimensional Short-Duration Fixed Income ETF made up 0.04% of Helen Stephens Group's portfolio in Q2 2026, its #123 holding.
Helen Stephens Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 12 quarters since.
Helen Stephens Group's Dimensional Short-Duration Fixed Income ETF position peaked at $390K in Q1 2026.
246 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.