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 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 $7.08B AUM 17.38% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwest Wealth Management's DFSD Position: Q2 2026 in Review

Northwest Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 15% in Q2 2026, buying an estimated $4.08M and bringing the position to 640,173 shares worth $30.6M. The position accounts for 4.03% of the portfolio, ranked #4.

Northwest Wealth Management first reported a position in DFSD in Q3 2023 and has held it in 12 quarters since. 246 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Northwest Wealth Management held 640,173 shares of Dimensional Short-Duration Fixed Income ETF worth $30.6M as of Q2 2026.
Northwest Wealth Management bought 85,260 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $4.08M.
Dimensional Short-Duration Fixed Income ETF made up 4.03% of Northwest Wealth Management's portfolio in Q2 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 12 quarters since.
246 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.