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 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 $7.08B AUM 17.38% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

JDH Wealth Management's DFSD Position: Q2 2026 in Review

JDH Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 21% in Q2 2026, buying an estimated $283K and bringing the position to 34,705 shares worth $1.66M. The position accounts for 1.01% of the portfolio, ranked #21.

JDH Wealth Management first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 171 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

JDH Wealth Management held 34,705 shares of Dimensional Short-Duration Fixed Income ETF worth $1.66M as of Q2 2026.
JDH Wealth Management bought 5,912 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $283K.
Dimensional Short-Duration Fixed Income ETF made up 1.01% of JDH Wealth Management's portfolio in Q2 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 7 quarters since.
171 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.