KAM
DFSD

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

Kraft 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
2025
Q2 		$858K Sell
17,866
-2,999
-14% -$143K 0.8% 18
2025
Q1 		$991K Sell
20,865
-330
-2% -$15.6K 0.91% 15
2024
Q4 		$994K Buy
21,195
+14,389
+211% +$681K 0.77% 15
2024
Q3 		$325K Buy
+6,806
New +$323K 0.25% 35

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Kraft Asset Management's DFSD Position: Q2 2025 in Review

Kraft Asset Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 14% in Q2 2025, selling an estimated $143K and leaving 17,866 shares worth $858K. The position accounts for 0.8% of the portfolio, ranked #18.

Kraft Asset Management first reported a position in DFSD in Q3 2024 and has held it in 4 quarters since. The position peaked at $994K in Q4 2024. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • Kraft Asset Management held 17,866 shares of Dimensional Short-Duration Fixed Income ETF worth $858K as of Q2 2025.
  • Kraft Asset Management sold 2,999 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $143K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.8% of Kraft Asset Management's portfolio in Q2 2025, its #18 holding.
  • Kraft Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 4 quarters since.
  • Kraft Asset Management's Dimensional Short-Duration Fixed Income ETF position peaked at $994K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

Based on Kraft Asset Management's 13F filing for Q2 2025, filed 15 Jul 2025.