Hutchens & Kramer Investment Management Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Hutchens & Kramer Investment Management 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	$323K	Sell	6,760 -3,096	-31%	-$148K	0.09%	114
2026 Q1	$472K	Sell	9,856 -181	-2%	-$8.71K	0.15%	83
2025 Q4	$481K	Sell	10,037 -11,524	-53%	-$555K	0.17%	81
2025 Q3	$1.04M	Sell	21,561 -5,057	-19%	-$243K	0.41%	47
2025 Q2	$1.28M	Sell	26,618 -15,071	-36%	-$718K	0.59%	37
2025 Q1	$1.98M	Sell	41,689 -1,726	-4%	-$81.5K	1.09%	21
2024 Q4	$2.04M	Sell	43,415 -2,888	-6%	-$137K	1.1%	21
2024 Q3	$2.21M	Sell	46,303 -7,723	-14%	-$367K	1.23%	19
2024 Q2	$2.54M	Buy	54,026 +2,692	+5%	+$126K	1.4%	14
2024 Q1	$2.41M	Sell	51,334 -805	-2%	-$37.8K	1.43%	14
2023 Q4	$2.45M	Buy	52,139 +8,638	+20%	+$402K	1.73%	11
2023 Q3	$2.02M	Buy	43,501 +2,698	+7%	+$125K	1.6%	12
2023 Q2	$1.89M	Buy	40,803 +6,326	+18%	+$295K	1.51%	14
2023 Q1	$1.61M	Buy	+34,477	New	+$1.6M	1.39%	17

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's DFSD Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 31% in Q2 2026, selling an estimated $148K and leaving 6,760 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #114.

Hutchens & Kramer Investment Management Group first reported a position in DFSD in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.54M in Q2 2024. 269 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Hutchens & Kramer Investment Management Group held 6,760 shares of Dimensional Short-Duration Fixed Income ETF worth $323K as of Q2 2026.
Hutchens & Kramer Investment Management Group sold 3,096 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $148K.
Dimensional Short-Duration Fixed Income ETF made up 0.09% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #114 holding.
Hutchens & Kramer Investment Management Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
Hutchens & Kramer Investment Management Group's Dimensional Short-Duration Fixed Income ETF position peaked at $2.54M in Q2 2024.
269 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.