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 Q3	$260K	Buy	5,605 +15	+0.3%	+$709	0.13%	73
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

LAM Group's DFSD Position: Q3 2026 in Review

LAM Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.27% in Q3 2026, buying an estimated $709 and bringing the position to 5,605 shares worth $260K. 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 16 quarters since. The position peaked at $451K in Q3 2023. 214 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

LAM Group held 5,605 shares of Dimensional Short-Duration Fixed Income ETF worth $260K as of Q3 2026.
LAM Group bought 15 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $709.
Dimensional Short-Duration Fixed Income ETF made up 0.13% of LAM Group's portfolio in Q3 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 16 quarters since.
LAM Group's Dimensional Short-Duration Fixed Income ETF position peaked at $451K in Q3 2023.
214 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.