Midwest Trust’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Midwest Trust’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	$210K	Hold	4,525	–	–	﹤0.01%	608
2026 Q2	$216K	Sell	4,525 -135	-3%	-$6.46K	﹤0.01%	589
2026 Q1	$223K	Buy	4,660 +162	+4%	+$7.79K	﹤0.01%	559
2025 Q4	$216K	Buy	4,498 +47	+1%	+$2.26K	﹤0.01%	570
2025 Q3	$214K	Sell	4,451 -667	-13%	-$32.1K	﹤0.01%	566
2025 Q2	$246K	Buy	+5,118	New	+$244K	﹤0.01%	554

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 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

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

CAM

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

Midwest Trust's DFSD Position: Q3 2026 in Review

Midwest Trust held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q3 2026 at 4,525 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Midwest Trust first reported a position in DFSD in Q2 2025 and has held it in 6 quarters since. The position peaked at $246K in Q2 2025. 300 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Midwest Trust held 4,525 shares of Dimensional Short-Duration Fixed Income ETF worth $210K as of Q3 2026.
Midwest Trust left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q3 2026.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #608 holding.
Midwest Trust first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Dimensional Short-Duration Fixed Income ETF position peaked at $246K in Q2 2025.
300 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.