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

Onyx Financial 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	$19.5M	Buy	408,896 +22,686	+6%	+$1.09M	7.03%	3
2026 Q1	$18.5M	Buy	386,210 +18,781	+5%	+$904K	7.68%	3
2025 Q4	$17.6M	Buy	367,429 +19,733	+6%	+$951K	7.47%	3
2025 Q3	$16.8M	Buy	347,696 +6,857	+2%	+$330K	7.41%	3
2025 Q2	$16.4M	Sell	340,839 -7,912	-2%	-$377K	7.76%	3
2025 Q1	$16.6M	Buy	348,751 +20,591	+6%	+$972K	8.77%	3
2024 Q4	$15.4M	Buy	328,160 +7,364	+2%	+$348K	8.44%	3
2024 Q3	$15.3M	Buy	320,796 +14,379	+5%	+$682K	8.41%	3
2024 Q2	$14.4M	Buy	306,417 +24,308	+9%	+$1.14M	8.63%	3
2024 Q1	$13.3M	Buy	282,109 +36,080	+15%	+$1.7M	8.21%	3
2023 Q4	$11.6M	Buy	246,029 +27,911	+13%	+$1.3M	8.45%	3
2023 Q3	$10.1M	Buy	218,118 +25,519	+13%	+$1.19M	8.69%	3
2023 Q2	$8.93M	Buy	192,599 +18,060	+10%	+$841K	7.63%	3
2023 Q1	$8.14M	Buy	174,539 +22,432	+15%	+$1.04M	7.5%	3
2022 Q4	$7.01M	Buy	+152,107	New	+$6.99M	6.98%	3

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

Onyx Financial Advisors's DFSD Position: Q2 2026 in Review

Onyx Financial Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.9% in Q2 2026, buying an estimated $1.09M and bringing the position to 408,896 shares worth $19.5M. The position accounts for 7.03% of the portfolio, ranked #3.

Onyx Financial Advisors first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. 171 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Onyx Financial Advisors held 408,896 shares of Dimensional Short-Duration Fixed Income ETF worth $19.5M as of Q2 2026.
Onyx Financial Advisors bought 22,686 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.09M.
Dimensional Short-Duration Fixed Income ETF made up 7.03% of Onyx Financial Advisors's portfolio in Q2 2026, its #3 holding.
Onyx Financial Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
171 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Onyx Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.