HWM
DFSD

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

Hemington 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
2025
Q3 		$30.2M Buy
626,433
+57,561
+10% +$2.77M 3.92% 8
2025
Q2 		$27.3M Buy
568,872
+10,931
+2% +$521K 3.95% 8
2025
Q1 		$26.5M Buy
557,941
+317,202
+132% +$15M 4.11% 7
2024
Q4 		$11.3M Buy
240,739
+41,190
+21% +$1.95M 2.84% 8
2024
Q3 		$9.43M Buy
199,549
+89,037
+81% +$4.23M 2.54% 8
2024
Q2 		$5.19M Buy
110,512
+52,935
+92% +$2.48M 1.75% 11
2024
Q1 		$2.71M Buy
+57,577
New +$2.71M 0.98% 20

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $10.2B AUM 16.58% 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 $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Hemington Wealth Management's DFSD Position: Q3 2025 in Review

Hemington Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 10% in Q3 2025, buying an estimated $2.77M and bringing the position to 626,433 shares worth $30.2M. The position accounts for 3.92% of the portfolio, ranked #8.

Hemington Wealth Management first reported a position in DFSD in Q1 2024 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold DFSD as of Q3 2025.

  • Hemington Wealth Management held 626,433 shares of Dimensional Short-Duration Fixed Income ETF worth $30.2M as of Q3 2025.
  • Hemington Wealth Management bought 57,561 Dimensional Short-Duration Fixed Income ETF shares in Q3 2025, an estimated $2.77M.
  • Dimensional Short-Duration Fixed Income ETF made up 3.92% of Hemington Wealth Management's portfolio in Q3 2025, its #8 holding.
  • Hemington Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 7 quarters since.
  • 363 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.