JDH Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

JDH Wealth Management’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	$1.68M	Buy	36,220 +1,515	+4%	+$71.6K	1.02%	21
2026 Q2	$1.66M	Buy	34,705 +5,912	+21%	+$283K	1.01%	21
2026 Q1	$1.38M	Buy	28,793 +4,798	+20%	+$231K	0.93%	23
2025 Q4	$1.15M	Sell	23,995 -1,062	-4%	-$51.2K	0.79%	24
2025 Q3	$1.21M	Buy	25,057 +3,664	+17%	+$176K	0.86%	24
2025 Q2	$1.03M	Buy	21,393 +6,822	+47%	+$325K	0.79%	25
2025 Q1	$692K	Buy	14,571 +3,879	+36%	+$183K	0.59%	23
2024 Q4	$501K	Buy	+10,692	New	+$506K	0.44%	27

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

JDH Wealth Management's DFSD Position: Q3 2026 in Review

JDH Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.4% in Q3 2026, buying an estimated $71.6K and bringing the position to 36,220 shares worth $1.68M. The position accounts for 1.02% of the portfolio, ranked #21.

JDH Wealth Management first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. 214 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

JDH Wealth Management held 36,220 shares of Dimensional Short-Duration Fixed Income ETF worth $1.68M as of Q3 2026.
JDH Wealth Management bought 1,515 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $71.6K.
Dimensional Short-Duration Fixed Income ETF made up 1.02% of JDH Wealth Management's portfolio in Q3 2026, its #21 holding.
JDH Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
214 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.