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

Parkshore 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	$29.2M	Buy	629,274 +308,141	+96%	+$14.6M	7.43%	3
2026 Q2	$15.3M	Buy	321,133 +36,096	+13%	+$1.73M	4.4%	6
2026 Q1	$13.6M	Buy	285,037 +54,092	+23%	+$2.6M	4.56%	5
2025 Q4	$11.1M	Buy	230,945 +34,828	+18%	+$1.68M	4.16%	5
2025 Q3	$9.45M	Buy	196,117 +40,883	+26%	+$1.97M	3.85%	8
2025 Q2	$7.45M	Buy	155,234 +48,756	+46%	+$2.32M	3.64%	7
2025 Q1	$5.06M	Buy	106,478 +29,261	+38%	+$1.38M	2.94%	10
2024 Q4	$3.62M	Buy	+77,217	New	+$3.65M	2.18%	13

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

WFA

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

SRCM

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

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Parkshore Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 96% in Q3 2026, buying an estimated $14.6M and bringing the position to 629,274 shares worth $29.2M. The position accounts for 7.43% of the portfolio, ranked #3.

Parkshore Wealth Management first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. 102 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Parkshore Wealth Management held 629,274 shares of Dimensional Short-Duration Fixed Income ETF worth $29.2M as of Q3 2026.
Parkshore Wealth Management bought 308,141 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $14.6M.
Dimensional Short-Duration Fixed Income ETF made up 7.43% of Parkshore Wealth Management's portfolio in Q3 2026, its #3 holding.
Parkshore Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
102 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

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