Investmark Advisory Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Investmark Advisory 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 Q3	$477K	Buy	10,262 +5,164	+101%	+$244K	0.15%	103
2026 Q2	$243K	Buy	5,098 +28	+0.6%	+$1.34K	0.09%	127
2026 Q1	$243K	Buy	5,070 +7	+0.1%	+$337	0.1%	121
2025 Q4	$243K	Buy	+5,063	New	+$244K	0.1%	122

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

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 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

Investmark Advisory Group's DFSD Position: Q3 2026 in Review

Investmark Advisory Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 101% in Q3 2026, buying an estimated $244K and bringing the position to 10,262 shares worth $477K. The position accounts for 0.15% of the portfolio, ranked #103.

Investmark Advisory Group first reported a position in DFSD in Q4 2025 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Investmark Advisory Group held 10,262 shares of Dimensional Short-Duration Fixed Income ETF worth $477K as of Q3 2026.
Investmark Advisory Group bought 5,164 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $244K.
Dimensional Short-Duration Fixed Income ETF made up 0.15% of Investmark Advisory Group's portfolio in Q3 2026, its #103 holding.
Investmark Advisory Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
265 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Investmark Advisory Group's 13F filing for Q3 2026, filed 27 Oct 2026.