Index Fund Advisors
DFSD icon

Index Fund Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Index Fund 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 		$7.77M Buy
167,255
+22,658
+16% +$1.07M 0.33% 24
2026
Q2 		$6.9M Buy
144,597
+28,494
+25% +$1.36M 0.27% 27
2026
Q1 		$5.56M Buy
116,103
+50,390
+77% +$2.42M 0.25% 27
2025
Q4 		$3.15M Buy
65,713
+27,565
+72% +$1.33M 0.15% 35
2025
Q3 		$1.84M Buy
38,148
+10,609
+39% +$511K 0.09% 44
2025
Q2 		$1.32M Sell
27,539
-800
-3% -$38.1K 0.07% 45
2025
Q1 		$1.35M Sell
28,339
-2,241
-7% -$106K 0.08% 33
2024
Q4 		$1.43M Buy
30,580
+6,367
+26% +$301K 0.08% 33
2024
Q3 		$1.16M Buy
24,213
+689
+3% +$32.7K 0.06% 36
2024
Q2 		$1.11M Buy
23,524
+1,392
+6% +$65.3K 0.06% 35
2024
Q1 		$1.04M Buy
22,132
+86
+0.4% +$4.04K 0.06% 35
2023
Q4 		$1.04M Buy
22,046
+233
+1% +$10.9K 0.06% 34
2023
Q3 		$1.01M Sell
21,813
-270
-1% -$12.6K 0.07% 33
2023
Q2 		$1.02M Sell
22,083
-414
-2% -$19.3K 0.07% 33
2023
Q1 		$1.05M Buy
22,497
+2,196
+11% +$102K 0.07% 33
2022
Q4 		$936K Buy
+20,301
New +$932K 0.07% 30

Other funds holding DFSD

Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Index Fund Advisors's DFSD Position: Q3 2026 in Review

Index Fund Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 16% in Q3 2026, buying an estimated $1.07M and bringing the position to 167,255 shares worth $7.77M. The position accounts for 0.33% of the portfolio, ranked #24.

Index Fund Advisors first reported a position in DFSD in Q4 2022 and has held it in 16 quarters since. 331 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • Index Fund Advisors held 167,255 shares of Dimensional Short-Duration Fixed Income ETF worth $7.77M as of Q3 2026.
  • Index Fund Advisors bought 22,658 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $1.07M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.33% of Index Fund Advisors's portfolio in Q3 2026, its #24 holding.
  • Index Fund Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
  • 331 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Index Fund Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.