Physician Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
Other funds holding DFSD
Physician Wealth Advisors's DFSD Position: Q3 2026 in Review
Physician Wealth Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 41% in Q3 2026, selling an estimated $69.7K and leaving 2,120 shares worth $98.5K. The position accounts for 0.01% of the portfolio, ranked #324.
Physician Wealth Advisors first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. The position peaked at $172K in Q2 2026. 161 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.
- Physician Wealth Advisors held 2,120 shares of Dimensional Short-Duration Fixed Income ETF worth $98.5K as of Q3 2026.
- Physician Wealth Advisors sold 1,475 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $69.7K.
- Dimensional Short-Duration Fixed Income ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #324 holding.
- Physician Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
- Physician Wealth Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $172K in Q2 2026.
- 161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.
Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.