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

Mather 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	$37.2K	Buy	+800	New	+$37.8K	﹤0.01%	1252
2024 Q2	–	Sell	-1,504	Closed	-$70.7K	–	2224
2024 Q1	$70.7K	Buy	+1,504	New	+$70.7K	﹤0.01%	798

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

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Mather Group's DFSD Position: Q3 2026 in Review

Mather Group opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2026: 800 shares worth $37.2K. The stake represents ﹤0.01% of the portfolio and ranks #1252 among its holdings. This is a return to the name: Mather Group previously reported a position in DFSD as recently as Q1 2024.

Mather Group first reported a position in DFSD in Q1 2024 and has held it in 2 quarters since. The position peaked at $70.7K in Q1 2024. 161 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Mather Group held 800 shares of Dimensional Short-Duration Fixed Income ETF worth $37.2K as of Q3 2026.
Dimensional Short-Duration Fixed Income ETF was a new Mather Group position in Q3 2026.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1252 holding.
Mather Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 2 quarters since.
Mather Group's Dimensional Short-Duration Fixed Income ETF position peaked at $70.7K in Q1 2024.
161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.