Kaufman Rossin Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Kaufman Rossin Wealth’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	$3.31M	Buy	69,394 +9,513	+16%	+$455K	1.57%	13
2026 Q1	$2.87M	Buy	59,881 +15,768	+36%	+$759K	1.64%	13
2025 Q4	$2.12M	Buy	44,113 +4,660	+12%	+$225K	1.1%	15
2025 Q3	$1.9M	Buy	39,453 +7,179	+22%	+$345K	1.04%	16
2025 Q2	$1.55M	Sell	32,274 -1,106	-3%	-$52.7K	0.98%	16
2025 Q1	$1.59M	Sell	33,380 -6,130	-16%	-$289K	1.13%	14
2024 Q4	$1.85M	Buy	+39,510	New	+$1.87M	1.91%	12

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

Kaufman Rossin Wealth's DFSD Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 16% in Q2 2026, buying an estimated $455K and bringing the position to 69,394 shares worth $3.31M. The position accounts for 1.57% of the portfolio, ranked #13.

Kaufman Rossin Wealth first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Kaufman Rossin Wealth held 69,394 shares of Dimensional Short-Duration Fixed Income ETF worth $3.31M as of Q2 2026.
Kaufman Rossin Wealth bought 9,513 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $455K.
Dimensional Short-Duration Fixed Income ETF made up 1.57% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #13 holding.
Kaufman Rossin Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
115 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.