MSWMA
DFSD

Market Street Wealth Management Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Market Street Wealth Management Advisors’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 		$25.8M Sell
555,735
-715,776
-56% -$33.8M 3.67% 7
2026
Q2 		$60.7M Buy
1,271,511
+25,886
+2% +$1.24M 8.64% 2
2026
Q1 		$59.6M Buy
1,245,625
+24,971
+2% +$1.2M 9.4% 2
2025
Q4 		$58.5M Buy
1,220,654
+38,632
+3% +$1.86M 9.1% 2
2025
Q3 		$57M Buy
1,182,022
+25,907
+2% +$1.25M 9.05% 2
2025
Q2 		$55.5M Buy
1,156,115
+7,778
+0.7% +$370K 9.06% 2
2025
Q1 		$54.6M Buy
1,148,337
+7,498
+0.7% +$354K 9.27% 2
2024
Q4 		$53.5M Buy
1,140,839
+34,592
+3% +$1.64M 8.98% 1
2024
Q3 		$52.8M Buy
1,106,247
+26,579
+2% +$1.26M 8.68% 2
2024
Q2 		$50.7M Buy
1,079,668
+62,618
+6% +$2.94M 8.7% 2
2024
Q1 		$47.8M Buy
1,017,050
+96,397
+10% +$4.53M 8.4% 2
2023
Q4 		$43.3M Buy
920,653
+890,126
+2,916% +$41.5M 9.06% 1
2023
Q3 		$1.42M Sell
30,527
-26,013
-46% -$1.21M 0.36% 44
2023
Q2 		$2.62M Sell
56,540
-6,090
-10% -$284K 0.67% 29
2023
Q1 		$2.92M Sell
62,630
-3,828
-6% -$178K 0.77% 27
2022
Q4 		$3.06M Buy
66,458
+61,066
+1,133% +$2.8M 0.89% 26
2022
Q3 		$248K Buy
+5,392
New +$252K 0.08% 84

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

Market Street Wealth Management Advisors's DFSD Position: Q3 2026 in Review

Market Street Wealth Management Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 56% in Q3 2026, selling an estimated $33.8M and leaving 555,735 shares worth $25.8M. The position accounts for 3.67% of the portfolio, ranked #7.

Market Street Wealth Management Advisors first reported a position in DFSD in Q3 2022 and has held it in 17 quarters since. The position peaked at $60.7M in Q2 2026. 15 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • Market Street Wealth Management Advisors held 555,735 shares of Dimensional Short-Duration Fixed Income ETF worth $25.8M as of Q3 2026.
  • Market Street Wealth Management Advisors sold 715,776 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $33.8M.
  • Dimensional Short-Duration Fixed Income ETF made up 3.67% of Market Street Wealth Management Advisors's portfolio in Q3 2026, its #7 holding.
  • Market Street Wealth Management Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 17 quarters since.
  • Market Street Wealth Management Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $60.7M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.