HMV Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

HMV Wealth Advisors’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	$1.04M	Buy	21,823 +5,388	+33%	+$258K	0.41%	36
2026 Q1	$787K	Buy	16,435 +1,495	+10%	+$71.9K	0.37%	37
2025 Q4	$716K	Buy	14,940 +2,565	+21%	+$124K	0.36%	40
2025 Q3	$596K	Buy	12,375 +1,615	+15%	+$77.7K	0.33%	43
2025 Q2	$517K	Buy	10,760 +4,940	+85%	+$235K	0.34%	49
2025 Q1	$277K	Buy	+5,820	New	+$275K	0.22%	71

Other funds holding DFSD

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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

MSWMA

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

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

HMV Wealth Advisors's DFSD Position: Q2 2026 in Review

HMV Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 33% in Q2 2026, buying an estimated $258K and bringing the position to 21,823 shares worth $1.04M. The position accounts for 0.41% of the portfolio, ranked #36.

HMV Wealth Advisors first reported a position in DFSD in Q1 2025 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

HMV Wealth Advisors held 21,823 shares of Dimensional Short-Duration Fixed Income ETF worth $1.04M as of Q2 2026.
HMV Wealth Advisors bought 5,388 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $258K.
Dimensional Short-Duration Fixed Income ETF made up 0.41% of HMV Wealth Advisors's portfolio in Q2 2026, its #36 holding.
HMV Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
115 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.