Parkwoods Wealth Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Parkwoods Wealth Partners’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	$53.2M	Buy	1,145,587 +173,453	+18%	+$8.2M	7.55%	3
2026 Q2	$46.4M	Buy	972,134 +526,275	+118%	+$25.2M	7.46%	3
2026 Q1	$21.3M	Buy	445,859 +207,391	+87%	+$10M	5.23%	6
2025 Q4	$11.4M	Buy	238,468 +141,406	+146%	+$6.81M	3.36%	7
2025 Q3	$4.68M	Buy	97,062 +88,060	+978%	+$4.24M	1.6%	11
2025 Q2	$432K	Buy	+9,002	New	+$429K	0.25%	41

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Parkwoods Wealth Partners's DFSD Position: Q3 2026 in Review

Parkwoods Wealth Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 18% in Q3 2026, buying an estimated $8.2M and bringing the position to 1,145,587 shares worth $53.2M. The position accounts for 7.55% of the portfolio, ranked #3.

Parkwoods Wealth Partners first reported a position in DFSD in Q2 2025 and has held it in 6 quarters since. 412 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Parkwoods Wealth Partners held 1,145,587 shares of Dimensional Short-Duration Fixed Income ETF worth $53.2M as of Q3 2026.
Parkwoods Wealth Partners bought 173,453 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $8.2M.
Dimensional Short-Duration Fixed Income ETF made up 7.55% of Parkwoods Wealth Partners's portfolio in Q3 2026, its #3 holding.
Parkwoods Wealth Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
412 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.