Narus Financial Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Narus Financial Partners’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	$2.18M	Sell	46,987 -522	-1%	-$24.7K	0.58%	33
2026 Q2	$2.27M	Buy	47,509 +922	+2%	+$44.1K	0.58%	32
2026 Q1	$2.23M	Sell	46,587 -208	-0.4%	-$10K	0.58%	31
2025 Q4	$2.24M	Sell	46,795 -3,023	-6%	-$146K	0.62%	31
2025 Q3	$2.4M	Sell	49,818 -3,912	-7%	-$188K	0.66%	27
2025 Q2	$2.58M	Sell	53,730 -2,370	-4%	-$113K	0.81%	20
2025 Q1	$2.67M	Buy	56,100 +6,553	+13%	+$309K	0.91%	20
2024 Q4	$2.32M	Buy	49,547 +14,141	+40%	+$669K	0.79%	27
2024 Q3	$1.69M	Buy	35,406 +11,609	+49%	+$551K	0.61%	37
2024 Q2	$1.12M	Buy	23,797 +4,038	+20%	+$190K	0.45%	48
2024 Q1	$929K	Buy	19,759 +12,829	+185%	+$603K	0.4%	53
2023 Q4	$326K	Buy	+6,930	New	+$323K	0.16%	95

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

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

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 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

Narus Financial Partners's DFSD Position: Q3 2026 in Review

Narus Financial Partners reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.1% in Q3 2026, selling an estimated $24.7K and leaving 46,987 shares worth $2.18M. The position accounts for 0.58% of the portfolio, ranked #33.

Narus Financial Partners first reported a position in DFSD in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.67M in Q1 2025. 196 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Narus Financial Partners held 46,987 shares of Dimensional Short-Duration Fixed Income ETF worth $2.18M as of Q3 2026.
Narus Financial Partners sold 522 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $24.7K.
Dimensional Short-Duration Fixed Income ETF made up 0.58% of Narus Financial Partners's portfolio in Q3 2026, its #33 holding.
Narus Financial Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
Narus Financial Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $2.67M in Q1 2025.
196 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.