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

Northwest 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	$31.8M	Buy	684,423 +44,250	+7%	+$2.09M	4.09%	4
2026 Q2	$30.6M	Buy	640,173 +85,260	+15%	+$4.08M	4.03%	4
2026 Q1	$26.6M	Buy	554,913 +75,483	+16%	+$3.63M	3.99%	5
2025 Q4	$23M	Buy	479,430 +74,687	+18%	+$3.6M	3.62%	6
2025 Q3	$19.5M	Buy	404,743 +25,668	+7%	+$1.24M	3.21%	7
2025 Q2	$18.2M	Buy	379,075 +30,002	+9%	+$1.43M	3.29%	7
2025 Q1	$16.6M	Buy	349,073 +64,840	+23%	+$3.06M	3.3%	7
2024 Q4	$13.3M	Buy	284,233 +135,367	+91%	+$6.4M	2.82%	9
2024 Q3	$7.11M	Buy	148,866 +64,347	+76%	+$3.05M	1.66%	17
2024 Q2	$3.97M	Buy	84,519 +29,056	+52%	+$1.36M	1.03%	24
2024 Q1	$2.61M	Buy	55,463 +44,712	+416%	+$2.1M	0.72%	34
2023 Q4	$505K	Buy	10,751 +4,144	+63%	+$193K	0.15%	91
2023 Q3	$306K	Buy	+6,607	New	+$307K	0.11%	111

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

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 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

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

Northwest Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6.9% in Q3 2026, buying an estimated $2.09M and bringing the position to 684,423 shares worth $31.8M. The position accounts for 4.09% of the portfolio, ranked #4.

Northwest Wealth Management first reported a position in DFSD in Q3 2023 and has held it in 13 quarters since. 214 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Northwest Wealth Management held 684,423 shares of Dimensional Short-Duration Fixed Income ETF worth $31.8M as of Q3 2026.
Northwest Wealth Management bought 44,250 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $2.09M.
Dimensional Short-Duration Fixed Income ETF made up 4.09% of Northwest Wealth Management's portfolio in Q3 2026, its #4 holding.
Northwest Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 13 quarters since.
214 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.