Raymond James Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Raymond James Financial’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	$14.5M	Buy	311,892 +20,219	+7%	+$955K	﹤0.01%	1782
2026 Q2	$13.9M	Buy	291,673 +12,777	+5%	+$612K	﹤0.01%	1857
2026 Q1	$13.4M	Buy	278,896 +46,898	+20%	+$2.26M	﹤0.01%	1778
2025 Q4	$11.1M	Buy	231,998 +170,193	+275%	+$8.2M	﹤0.01%	1876
2025 Q3	$2.98M	Buy	61,805 +25,816	+72%	+$1.24M	﹤0.01%	2866
2025 Q2	$1.73M	Sell	35,989 -13,861	-28%	-$660K	﹤0.01%	3199
2025 Q1	$2.37M	Buy	49,850 +31,952	+179%	+$1.51M	﹤0.01%	2868
2024 Q4	$839K	Buy	+17,898	New	+$847K	﹤0.01%	3568

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

Raymond James Financial's DFSD Position: Q3 2026 in Review

Raymond James Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6.9% in Q3 2026, buying an estimated $955K and bringing the position to 311,892 shares worth $14.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Raymond James Financial first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. 412 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Raymond James Financial held 311,892 shares of Dimensional Short-Duration Fixed Income ETF worth $14.5M as of Q3 2026.
Raymond James Financial bought 20,219 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $955K.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #1782 holding.
Raymond James Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
412 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.