RCS Financial Planning’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

RCS Financial Planning’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	$3.97M	Sell	85,481 -75,064	-47%	-$3.55M	2.15%	14
2026 Q2	$7.67M	Sell	160,545 -1,970	-1%	-$94.3K	3.63%	7
2026 Q1	$7.78M	Buy	162,515 +3,417	+2%	+$164K	4.04%	7
2025 Q4	$7.63M	Buy	159,098 +3,101	+2%	+$149K	3.29%	8
2025 Q3	$7.52M	Sell	155,997 -6,922	-4%	-$333K	3.33%	8
2025 Q2	$7.82M	Sell	162,919 -21,908	-12%	-$1.04M	3.89%	7
2025 Q1	$8.78M	Buy	184,827 +2,659	+1%	+$126K	4.64%	6
2024 Q4	$8.54M	Sell	182,168 -79,259	-30%	-$3.75M	4.54%	7
2024 Q3	$12.5M	Buy	261,427 +2,011	+0.8%	+$95.4K	6.93%	3
2024 Q2	$12.2M	Buy	259,416 +16,227	+7%	+$762K	7.19%	3
2024 Q1	$11.4M	Buy	243,189 +18,451	+8%	+$867K	7.04%	3
2023 Q4	$10.6M	Sell	224,738 -40,100	-15%	-$1.87M	6.91%	4
2023 Q3	$12.3M	Sell	264,838 -65,941	-20%	-$3.07M	9.38%	3
2023 Q2	$15.3M	Buy	330,779 +23,909	+8%	+$1.11M	12.65%	3
2023 Q1	$14.3M	Buy	306,870 +18,425	+6%	+$856K	12.7%	3
2022 Q4	$13.3M	Buy	+288,445	New	+$13.2M	12.91%	3

Other funds holding DFSD

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

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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

WFA

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

RCS Financial Planning's DFSD Position: Q3 2026 in Review

RCS Financial Planning reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 47% in Q3 2026, selling an estimated $3.55M and leaving 85,481 shares worth $3.97M. The position accounts for 2.15% of the portfolio, ranked #14.

RCS Financial Planning first reported a position in DFSD in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.3M in Q2 2023. 102 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

RCS Financial Planning held 85,481 shares of Dimensional Short-Duration Fixed Income ETF worth $3.97M as of Q3 2026.
RCS Financial Planning sold 75,064 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $3.55M.
Dimensional Short-Duration Fixed Income ETF made up 2.15% of RCS Financial Planning's portfolio in Q3 2026, its #14 holding.
RCS Financial Planning first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
RCS Financial Planning's Dimensional Short-Duration Fixed Income ETF position peaked at $15.3M in Q2 2023.
102 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.