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 Q3	$3.66M	Buy	78,854 +9,460	+14%	+$447K	1.48%	14
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 $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Kaufman Rossin Wealth's DFSD Position: Q3 2026 in Review

Kaufman Rossin Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 14% in Q3 2026, buying an estimated $447K and bringing the position to 78,854 shares worth $3.66M. The position accounts for 1.48% of the portfolio, ranked #14.

Kaufman Rossin Wealth first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. 161 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Kaufman Rossin Wealth held 78,854 shares of Dimensional Short-Duration Fixed Income ETF worth $3.66M as of Q3 2026.
Kaufman Rossin Wealth bought 9,460 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $447K.
Dimensional Short-Duration Fixed Income ETF made up 1.48% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #14 holding.
Kaufman Rossin Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.