Mills Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Mills Wealth 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	$9.7M	Sell	209,421 -68,100	-25%	-$3.22M	3.08%	7
2026 Q2	$13.3M	Buy	277,521 +20,473	+8%	+$980K	4.17%	7
2026 Q1	$12.3M	Buy	257,048 +149,309	+139%	+$7.18M	4.3%	8
2025 Q4	$5.17M	Sell	107,739 -2,877	-3%	-$139K	2.04%	13
2025 Q3	$5.33M	Buy	110,616 +21,642	+24%	+$1.04M	2.17%	10
2025 Q2	$4.27M	Buy	88,974 +48,551	+120%	+$2.31M	1.96%	13
2025 Q1	$1.92M	Buy	+40,423	New	+$1.91M	1.02%	22
2024 Q2	–	Sell	-5,560	Closed	-$262K	–	55
2024 Q1	$262K	Sell	5,560 -481	-8%	-$22.6K	0.19%	45
2023 Q4	$284K	Sell	6,041 -48	-0.8%	-$2.24K	0.22%	39
2023 Q3	$282K	Buy	6,089 +842	+16%	+$39.1K	0.23%	37
2023 Q2	$243K	Buy	+5,247	New	+$244K	0.18%	39

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

Mills Wealth Advisors's DFSD Position: Q3 2026 in Review

Mills Wealth Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 25% in Q3 2026, selling an estimated $3.22M and leaving 209,421 shares worth $9.7M. The position accounts for 3.08% of the portfolio, ranked #7.

Mills Wealth Advisors first reported a position in DFSD in Q2 2023 and has held it in 11 quarters since. The position peaked at $13.3M in Q2 2026. 161 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Mills Wealth Advisors held 209,421 shares of Dimensional Short-Duration Fixed Income ETF worth $9.7M as of Q3 2026.
Mills Wealth Advisors sold 68,100 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $3.22M.
Dimensional Short-Duration Fixed Income ETF made up 3.08% of Mills Wealth Advisors's portfolio in Q3 2026, its #7 holding.
Mills Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 11 quarters since.
Mills Wealth Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $13.3M in Q2 2026.
161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Mills Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.