KFG
DFSD

Kelly Financial Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Kelly Financial Group’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 		$285K Sell
5,976
-107
-2% -$5.12K 0.06% 82
2026
Q1 		$291K Buy
6,083
+963
+19% +$46.3K 0.07% 76
2025
Q4 		$246K Sell
5,120
-118
-2% -$5.69K 0.06% 76
2025
Q3 		$252K Sell
5,238
-85
-2% -$4.09K 0.07% 78
2025
Q2 		$256K Buy
+5,323
New +$253K 0.07% 72

Other funds holding DFSD

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

Kelly Financial Group's DFSD Position: Q2 2026 in Review

Kelly Financial Group reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.8% in Q2 2026, selling an estimated $5.12K and leaving 5,976 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #82.

Kelly Financial Group first reported a position in DFSD in Q2 2025 and has held it in 5 quarters since. The position peaked at $291K in Q1 2026. 104 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Kelly Financial Group held 5,976 shares of Dimensional Short-Duration Fixed Income ETF worth $285K as of Q2 2026.
  • Kelly Financial Group sold 107 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $5.12K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.06% of Kelly Financial Group's portfolio in Q2 2026, its #82 holding.
  • Kelly Financial Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Kelly Financial Group's Dimensional Short-Duration Fixed Income ETF position peaked at $291K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.