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 Q3	$1.15M	Buy	24,758 +2,935	+13%	+$139K	0.44%	38
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 $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 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

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 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

HMV Wealth Advisors's DFSD Position: Q3 2026 in Review

HMV Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 13% in Q3 2026, buying an estimated $139K and bringing the position to 24,758 shares worth $1.15M. The position accounts for 0.44% of the portfolio, ranked #38.

HMV Wealth Advisors first reported a position in DFSD in Q1 2025 and has held it in 7 quarters since. 214 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

HMV Wealth Advisors held 24,758 shares of Dimensional Short-Duration Fixed Income ETF worth $1.15M as of Q3 2026.
HMV Wealth Advisors bought 2,935 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $139K.
Dimensional Short-Duration Fixed Income ETF made up 0.44% of HMV Wealth Advisors's portfolio in Q3 2026, its #38 holding.
HMV Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
214 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.