KSWA
DFSD

Kathleen S. Wright Associates’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$814K Hold
16,898
– – 0.3% 58
2025
Q2 		$811K Hold
16,898
– – 0.32% 57
2025
Q1 		$803K Hold
16,898
– – 0.33% 57
2024
Q4 		$792K Buy
16,898
+8,030
+91% +$380K 0.33% 57
2024
Q3 		$423K Buy
8,868
+2,200
+33% +$104K 0.17% 82
2024
Q2 		$313K Hold
6,668
– – 0.14% 91
2024
Q1 		$314K Hold
6,668
– – 0.15% 89
2023
Q4 		$313K Sell
6,668
-150
-2% -$6.99K 0.16% 87
2023
Q3 		$316K Buy
6,818
+2,020
+42% +$93.9K 0.18% 84
2023
Q2 		$222K Buy
+4,798
New +$223K 0.14% 77

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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 $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Kathleen S. Wright Associates's DFSD Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q3 2025 at 16,898 shares worth $814K. The position accounts for 0.3% of the portfolio, ranked #58.

Kathleen S. Wright Associates first reported a position in DFSD in Q2 2023 and has held it in 10 quarters since. 363 funds tracked by Wall St. Rank hold DFSD as of Q3 2025.

  • Kathleen S. Wright Associates held 16,898 shares of Dimensional Short-Duration Fixed Income ETF worth $814K as of Q3 2025.
  • Kathleen S. Wright Associates left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q3 2025.
  • Dimensional Short-Duration Fixed Income ETF made up 0.3% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #58 holding.
  • Kathleen S. Wright Associates first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 10 quarters since.
  • 363 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.