Moisand Fitzgerald Tamayo’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Moisand Fitzgerald Tamayo’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	$35.8K	Buy	749 +8	+1%	+$383	﹤0.01%	241
2026 Q1	$35.5K	Buy	741 +2	+0.3%	+$96	﹤0.01%	229
2025 Q4	$35.4K	Buy	739 +12	+2%	+$578	﹤0.01%	230
2025 Q3	$35K	Buy	727 +166	+30%	+$7.99K	﹤0.01%	234
2025 Q2	$26.9K	Buy	561 +5	+0.9%	+$238	﹤0.01%	252
2025 Q1	$26.4K	Buy	556 +3	+0.5%	+$142	﹤0.01%	242
2024 Q4	$25.9K	Sell	553 -76	-12%	-$3.6K	﹤0.01%	245
2024 Q3	$30K	Buy	629 +6	+1%	+$285	﹤0.01%	237
2024 Q2	$29.3K	Buy	623 +73	+13%	+$3.43K	﹤0.01%	214
2024 Q1	$25.9K	Hold	550	–	–	﹤0.01%	217
2023 Q4	$25.9K	Hold	550	–	–	﹤0.01%	233
2023 Q3	$25.5K	Buy	+550	New	+$25.6K	0.01%	237

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

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

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DFSD Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.1% in Q2 2026, buying an estimated $383 and bringing the position to 749 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Moisand Fitzgerald Tamayo first reported a position in DFSD in Q3 2023 and has held it in 12 quarters since. 109 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Moisand Fitzgerald Tamayo held 749 shares of Dimensional Short-Duration Fixed Income ETF worth $35.8K as of Q2 2026.
Moisand Fitzgerald Tamayo bought 8 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $383.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #241 holding.
Moisand Fitzgerald Tamayo first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
109 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.