KEB Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

KEB Asset 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	$1.53M	Sell	32,057 -7,573	-19%	-$363K	0.25%	33
2026 Q1	$1.9M	Buy	39,630 +952	+2%	+$45.8K	0.36%	30
2025 Q4	$1.85M	Buy	38,678 +17,691	+84%	+$853K	0.38%	29
2025 Q3	$1.01M	Buy	20,987 +1,686	+9%	+$81.1K	0.23%	37
2025 Q2	$927K	Buy	19,301 +5,125	+36%	+$244K	0.23%	38
2025 Q1	$674K	Buy	14,176 +7,008	+98%	+$331K	0.19%	41
2024 Q4	$336K	Buy	+7,168	New	+$339K	0.1%	56

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

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

SRCM

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

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

KEB Asset Management's DFSD Position: Q2 2026 in Review

KEB Asset Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 19% in Q2 2026, selling an estimated $363K and leaving 32,057 shares worth $1.53M. The position accounts for 0.25% of the portfolio, ranked #33.

KEB Asset Management first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q1 2026. 101 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

KEB Asset Management held 32,057 shares of Dimensional Short-Duration Fixed Income ETF worth $1.53M as of Q2 2026.
KEB Asset Management sold 7,573 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $363K.
Dimensional Short-Duration Fixed Income ETF made up 0.25% of KEB Asset Management's portfolio in Q2 2026, its #33 holding.
KEB Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
KEB Asset Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.9M in Q1 2026.
101 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on KEB Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.