Meredith Wealth Planning
DFSD icon

Meredith Wealth Planning’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Meredith Wealth Planning’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 		$8.21M Sell
176,763
-3,698
-2% -$175K 2.05% 12
2026
Q2 		$8.62M Buy
180,461
+20,169
+13% +$966K 2.03% 12
2026
Q1 		$7.67M Buy
160,292
+31,681
+25% +$1.52M 2.08% 12
2025
Q4 		$6.17M Buy
128,611
+29,958
+30% +$1.44M 1.84% 13
2025
Q3 		$4.75M Buy
98,653
+34,798
+54% +$1.67M 1.51% 13
2025
Q2 		$3.07M Buy
63,855
+3,143
+5% +$150K 1.11% 13
2025
Q1 		$2.89M Buy
60,712
+4,927
+9% +$233K 1.27% 13
2024
Q4 		$2.62M Buy
55,785
+7,523
+16% +$356K 1.17% 14
2024
Q3 		$2.3M Sell
48,262
-6,642
-12% -$315K 1.1% 13
2024
Q2 		$2.58M Buy
54,904
+13,787
+34% +$647K 1.35% 11
2024
Q1 		$1.93M Buy
41,117
+8,020
+24% +$377K 1.08% 12
2023
Q4 		$1.56M Buy
33,097
+9,701
+41% +$452K 0.97% 15
2023
Q3 		$1.09M Buy
23,396
+4,905
+27% +$228K 0.81% 16
2023
Q2 		$857K Buy
18,491
+3,081
+20% +$144K 0.7% 16
2023
Q1 		$719K Buy
+15,410
New +$716K 0.58% 19

Other funds holding DFSD

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Woodward Financial Advisors
Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Meredith Wealth Planning's DFSD Position: Q3 2026 in Review

Meredith Wealth Planning reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2% in Q3 2026, selling an estimated $175K and leaving 176,763 shares worth $8.21M. The position accounts for 2.05% of the portfolio, ranked #12.

Meredith Wealth Planning first reported a position in DFSD in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.62M in Q2 2026. 138 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • Meredith Wealth Planning held 176,763 shares of Dimensional Short-Duration Fixed Income ETF worth $8.21M as of Q3 2026.
  • Meredith Wealth Planning sold 3,698 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $175K.
  • Dimensional Short-Duration Fixed Income ETF made up 2.05% of Meredith Wealth Planning's portfolio in Q3 2026, its #12 holding.
  • Meredith Wealth Planning first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 15 quarters since.
  • Meredith Wealth Planning's Dimensional Short-Duration Fixed Income ETF position peaked at $8.62M in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.