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 Q3	$610K	Sell	13,124 -1,064	-7%	-$50.3K	0.37%	80
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 $7.88B AUM 10.78% 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

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

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Nautilus Advisors's DFSD Position: Q3 2026 in Review

Nautilus Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.5% in Q3 2026, selling an estimated $50.3K and leaving 13,124 shares worth $610K. The position accounts for 0.37% of the portfolio, ranked #80.

Nautilus Advisors first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q4 2024. 127 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Nautilus Advisors held 13,124 shares of Dimensional Short-Duration Fixed Income ETF worth $610K as of Q3 2026.
Nautilus Advisors sold 1,064 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $50.3K.
Dimensional Short-Duration Fixed Income ETF made up 0.37% of Nautilus Advisors's portfolio in Q3 2026, its #80 holding.
Nautilus Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $1.33M in Q4 2024.
127 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.