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

Nautilus 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	$676K	Sell	14,188 -1,603	-10%	-$76.8K	0.4%	70
2026 Q1	$756K	Sell	15,791 -944	-6%	-$45.4K	0.52%	55
2025 Q4	$802K	Buy	16,735 +447	+3%	+$21.5K	0.52%	54
2025 Q3	$785K	Buy	16,288 +13	+0.1%	+$626	0.53%	53
2025 Q2	$781K	Sell	16,275 -2,703	-14%	-$129K	0.57%	47
2025 Q1	$902K	Sell	18,978 -9,411	-33%	-$444K	0.75%	41
2024 Q4	$1.33M	Buy	+28,389	New	+$1.34M	1.06%	20

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

Nautilus Advisors's DFSD Position: Q2 2026 in Review

Nautilus Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 10% in Q2 2026, selling an estimated $76.8K and leaving 14,188 shares worth $676K. The position accounts for 0.4% of the portfolio, ranked #70.

Nautilus Advisors first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2024. 115 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Nautilus Advisors held 14,188 shares of Dimensional Short-Duration Fixed Income ETF worth $676K as of Q2 2026.
Nautilus Advisors sold 1,603 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $76.8K.
Dimensional Short-Duration Fixed Income ETF made up 0.4% of Nautilus Advisors's portfolio in Q2 2026, its #70 holding.
Nautilus Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Nautilus Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $1.33M in Q4 2024.
115 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.