LG
DFSD

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

LAM 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 		$267K Buy
5,590
+5
+0.1% +$239 0.13% 73
2026
Q1 		$267K Buy
5,585
+10
+0.2% +$481 0.15% 73
2025
Q4 		$267K Sell
5,575
-2,250
-29% -$108K 0.15% 73
2025
Q3 		$377K Sell
7,825
-30
-0.4% -$1.44K 0.23% 70
2025
Q2 		$377K Sell
7,855
-20
-0.3% -$952 0.25% 67
2025
Q1 		$374K Hold
7,875
– – 0.28% 64
2024
Q4 		$369K Buy
7,875
+45
+0.6% +$2.13K 0.26% 67
2024
Q3 		$374K Sell
7,830
-1,705
-18% -$80.9K 0.26% 67
2024
Q2 		$448K Buy
9,535
+20
+0.2% +$939 0.38% 55
2024
Q1 		$448K Sell
9,515
-5
-0.1% -$235 0.36% 56
2023
Q4 		$448K Sell
9,520
-200
-2% -$9.32K 0.41% 49
2023
Q3 		$451K Buy
9,720
+3,920
+68% +$182K 0.44% 47
2023
Q2 		$269K Buy
5,800
+755
+15% +$35.2K 0.25% 56
2023
Q1 		$235K Buy
5,045
+700
+16% +$32.5K 0.23% 55
2022
Q4 		$200K Buy
+4,345
New +$200K 0.21% 57

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

LAM Group's DFSD Position: Q2 2026 in Review

LAM Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.09% in Q2 2026, buying an estimated $239 and bringing the position to 5,590 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #73.

LAM Group first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $451K in Q3 2023. 100 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • LAM Group held 5,590 shares of Dimensional Short-Duration Fixed Income ETF worth $267K as of Q2 2026.
  • LAM Group bought 5 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $239.
  • Dimensional Short-Duration Fixed Income ETF made up 0.13% of LAM Group's portfolio in Q2 2026, its #73 holding.
  • LAM Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • LAM Group's Dimensional Short-Duration Fixed Income ETF position peaked at $451K in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.