KSWWM
DFSD

Keyes Stange & Wooten Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Keyes Stange & Wooten Wealth 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 		$25.9M Buy
541,966
+49,217
+10% +$2.36M 10.33% 4
2026
Q1 		$23.6M Sell
492,749
-56,403
-10% -$2.71M 10.53% 4
2025
Q4 		$26.3M Buy
549,152
+26,089
+5% +$1.26M 12.48% 2
2025
Q3 		$25.2M Buy
523,063
+20,397
+4% +$982K 12.2% 2
2025
Q2 		$24.1M Sell
502,666
-5,524
-1% -$263K 12.53% 2
2025
Q1 		$24.1M Buy
508,190
+38,426
+8% +$1.81M 13.73% 1
2024
Q4 		$22M Buy
469,764
+46,964
+11% +$2.22M 12.98% 1
2024
Q3 		$20.2M Buy
422,800
+143,598
+51% +$6.81M 11.98% 2
2024
Q2 		$13.1M Buy
279,202
+84,102
+43% +$3.95M 9.13% 4
2024
Q1 		$9.18M Buy
195,100
+182,792
+1,485% +$8.59M 8.08% 3
2023
Q4 		$579K Buy
+12,308
New +$573K 0.61% 28

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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 $1.06B AUM 12.82% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's DFSD Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 10% in Q2 2026, buying an estimated $2.36M and bringing the position to 541,966 shares worth $25.9M. The position accounts for 10.33% of the portfolio, ranked #4.

Keyes Stange & Wooten Wealth Management first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.3M in Q4 2025. 232 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Keyes Stange & Wooten Wealth Management held 541,966 shares of Dimensional Short-Duration Fixed Income ETF worth $25.9M as of Q2 2026.
  • Keyes Stange & Wooten Wealth Management bought 49,217 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $2.36M.
  • Dimensional Short-Duration Fixed Income ETF made up 10.33% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Keyes Stange & Wooten Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Keyes Stange & Wooten Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $26.3M in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.