Quarry Hill Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Quarry Hill 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	$1.62M	Buy	33,899 +2,306	+7%	+$110K	0.62%	27
2026 Q1	$1.52M	Buy	31,593 +2,705	+9%	+$130K	0.63%	27
2025 Q4	$1.39M	Sell	28,888 -6,592	-19%	-$318K	0.64%	27
2025 Q3	$1.71M	Sell	35,480 -607	-2%	-$29.2K	0.88%	25
2025 Q2	$1.73M	Buy	36,087 +5,201	+17%	+$248K	1.01%	22
2025 Q1	$1.47M	Buy	30,886 +4,452	+17%	+$210K	0.95%	22
2024 Q4	$1.24M	Buy	26,434 +1,830	+7%	+$86.6K	0.83%	23
2024 Q3	$1.17M	Sell	24,604 -2,746	-10%	-$130K	0.79%	24
2024 Q2	$1.29M	Buy	27,350 +3,880	+17%	+$182K	0.86%	22
2024 Q1	$1.1M	Buy	23,470 +590	+3%	+$27.7K	0.81%	22
2023 Q4	$1.08M	Buy	22,880 +1,633	+8%	+$76.1K	0.87%	22
2023 Q3	$985K	Buy	21,247 +6,346	+43%	+$295K	0.9%	22
2023 Q2	$691K	Buy	14,901 +1,132	+8%	+$52.7K	0.62%	22
2023 Q1	$642K	Buy	13,769 +4,498	+49%	+$209K	0.6%	23
2022 Q4	$427K	Buy	+9,271	New	+$426K	0.43%	28

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Quarry Hill Advisors's DFSD Position: Q2 2026 in Review

Quarry Hill Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.3% in Q2 2026, buying an estimated $110K and bringing the position to 33,899 shares worth $1.62M. The position accounts for 0.62% of the portfolio, ranked #27.

Quarry Hill Advisors first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.73M in Q2 2025. 246 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Quarry Hill Advisors held 33,899 shares of Dimensional Short-Duration Fixed Income ETF worth $1.62M as of Q2 2026.
Quarry Hill Advisors bought 2,306 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $110K.
Dimensional Short-Duration Fixed Income ETF made up 0.62% of Quarry Hill Advisors's portfolio in Q2 2026, its #27 holding.
Quarry Hill Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
Quarry Hill Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $1.73M in Q2 2025.
246 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Quarry Hill Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.