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

HFG 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	$489K	Hold	10,237	–	–	0.49%	29
2026 Q2	$489K	Sell	10,237 -5,231	-34%	-$250K	0.49%	29
2026 Q1	$741K	Buy	15,468 +755	+5%	+$36.3K	0.41%	34
2025 Q4	$705K	Buy	14,713 +485	+3%	+$23.4K	0.39%	34
2025 Q3	$686K	Sell	14,228 -652	-4%	-$31.4K	0.37%	35
2025 Q2	$707K	Buy	14,880 +205	+1%	+$9.8K	0.43%	34
2025 Q1	$688K	Buy	14,675 +1,168	+9%	+$55.1K	0.42%	35
2024 Q4	$645K	Buy	13,507 +502	+4%	+$23.8K	0.42%	29
2024 Q3	$611K	Hold	13,005	–	–	0.39%	30
2024 Q2	$611K	Buy	13,005 +1,620	+14%	+$76K	0.39%	30
2024 Q1	$536K	Sell	11,385 -18,071	-61%	-$849K	0.32%	27
2023 Q4	$1.38M	Buy	+29,456	New	+$1.37M	0.34%	37
2023 Q1	$478K	Buy	+10,238	New	+$476K	0.1%	60

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

5NPW

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

WFA

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

SRCM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

HFG Wealth Management's DFSD Position: Q3 2026 in Review

HFG Wealth Management held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q3 2026 at 10,237 shares worth $489K. The position accounts for 0.49% of the portfolio, ranked #29.

HFG Wealth Management first reported a position in DFSD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q4 2023. 111 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

HFG Wealth Management held 10,237 shares of Dimensional Short-Duration Fixed Income ETF worth $489K as of Q3 2026.
HFG Wealth Management left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q3 2026.
Dimensional Short-Duration Fixed Income ETF made up 0.49% of HFG Wealth Management's portfolio in Q3 2026, its #29 holding.
HFG Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
HFG Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.38M in Q4 2023.
111 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on HFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.