Omni 360 Wealth
DFSD icon

Omni 360 Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Omni 360 Wealth’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 		$972K Buy
20,919
+12,146
+138% +$574K 0.44% 53
2026
Q2 		$419K Buy
8,773
+110
+1% +$5.27K 0.19% 91
2026
Q1 		$415K Buy
8,663
+382
+5% +$18.4K 0.21% 89
2025
Q4 		$398K Buy
8,281
+155
+2% +$7.47K 0.2% 90
2025
Q3 		$392K Buy
8,126
+4
+0% +$193 0.22% 83
2025
Q2 		$390K Hold
8,122
– – 0.24% 80
2025
Q1 		$386K Hold
8,122
– – 0.26% 75
2024
Q4 		$381K Buy
+8,122
New +$384K 0.25% 75

Other funds holding DFSD

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Woodward Financial Advisors
Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return
Signature Resources Capital Management
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Omni 360 Wealth's DFSD Position: Q3 2026 in Review

Omni 360 Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 138% in Q3 2026, buying an estimated $574K and bringing the position to 20,919 shares worth $972K. The position accounts for 0.44% of the portfolio, ranked #53.

Omni 360 Wealth first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • Omni 360 Wealth held 20,919 shares of Dimensional Short-Duration Fixed Income ETF worth $972K as of Q3 2026.
  • Omni 360 Wealth bought 12,146 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $574K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.44% of Omni 360 Wealth's portfolio in Q3 2026, its #53 holding.
  • Omni 360 Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
  • 132 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.