Mission Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Mission Wealth Management’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	$1.73M	Buy	37,138 +8,910	+32%	+$421K	0.03%	282
2026 Q2	$1.35M	Buy	28,228 +9,303	+49%	+$445K	0.02%	389
2026 Q1	$906K	Buy	18,925 +4,331	+30%	+$208K	0.02%	336
2025 Q4	$700K	Buy	+14,594	New	+$703K	0.01%	409

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

Mission Wealth Management's DFSD Position: Q3 2026 in Review

Mission Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 32% in Q3 2026, buying an estimated $421K and bringing the position to 37,138 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #282.

Mission Wealth Management first reported a position in DFSD in Q4 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Mission Wealth Management held 37,138 shares of Dimensional Short-Duration Fixed Income ETF worth $1.73M as of Q3 2026.
Mission Wealth Management bought 8,910 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $421K.
Dimensional Short-Duration Fixed Income ETF made up 0.03% of Mission Wealth Management's portfolio in Q3 2026, its #282 holding.
Mission Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.