Physician Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Physician Wealth 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	$172K	Buy	3,595 +1,821	+103%	+$87.2K	0.02%	234
2026 Q1	$84.9K	Hold	1,774	–	–	0.01%	308
2025 Q4	$85.1K	Buy	1,774 +8	+0.5%	+$386	0.01%	297
2025 Q3	$85.1K	Buy	1,766 +79	+5%	+$3.8K	0.01%	294
2025 Q2	$81K	Buy	1,687 +384	+29%	+$18.3K	0.01%	288
2025 Q1	$61.9K	Buy	1,303 +113	+9%	+$5.33K	0.01%	305
2024 Q4	$55.8K	Buy	+1,190	New	+$56.3K	0.01%	326

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

Physician Wealth Advisors's DFSD Position: Q2 2026 in Review

Physician Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 103% in Q2 2026, buying an estimated $87.2K and bringing the position to 3,595 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #234.

Physician Wealth Advisors first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 112 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Physician Wealth Advisors held 3,595 shares of Dimensional Short-Duration Fixed Income ETF worth $172K as of Q2 2026.
Physician Wealth Advisors bought 1,821 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $87.2K.
Dimensional Short-Duration Fixed Income ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #234 holding.
Physician Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
112 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.