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 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 $7.08B AUM 17.38% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Mills Wealth Advisors's DFSD Position: Q2 2026 in Review

Mills Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8% in Q2 2026, buying an estimated $980K and bringing the position to 277,521 shares worth $13.3M. The position accounts for 4.17% of the portfolio, ranked #7.

Mills Wealth Advisors first reported a position in DFSD in Q2 2023 and has held it in 10 quarters since. 171 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Mills Wealth Advisors held 277,521 shares of Dimensional Short-Duration Fixed Income ETF worth $13.3M as of Q2 2026.
Mills Wealth Advisors bought 20,473 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $980K.
Dimensional Short-Duration Fixed Income ETF made up 4.17% of Mills Wealth Advisors's portfolio in Q2 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 10 quarters since.
171 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.