RWM
DFSD

Rockwood Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Rockwood Wealth Management’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 		$1.96M Sell
41,056
-4,275
-9% -$205K 0.12% 35
2026
Q1 		$2.17M Sell
45,331
-722
-2% -$34.7K 0.16% 27
2025
Q4 		$2.21M Sell
46,053
-2,002
-4% -$96.5K 0.16% 27
2025
Q3 		$2.32M Sell
48,055
-48
-0.1% -$2.31K 0.19% 24
2025
Q2 		$2.31M Sell
48,103
-1,618
-3% -$77K 0.2% 25
2025
Q1 		$2.36M Sell
49,721
-22,314
-31% -$1.05M 0.24% 24
2024
Q4 		$3.38M Sell
72,035
-340,618
-83% -$16.1M 0.36% 19
2024
Q3 		$19.7M Buy
412,653
+40,275
+11% +$1.91M 2.17% 13
2024
Q2 		$17.5M Buy
372,378
+33,960
+10% +$1.59M 2.13% 12
2024
Q1 		$15.9M Buy
338,418
+41,667
+14% +$1.96M 2.05% 13
2023
Q4 		$14M Buy
296,751
+20,490
+7% +$954K 2.04% 12
2023
Q3 		$12.8M Buy
276,261
+24,672
+10% +$1.15M 2.15% 10
2023
Q2 		$11.7M Buy
251,589
+36,110
+17% +$1.68M 2% 10
2023
Q1 		$10.1M Buy
215,479
+40,584
+23% +$1.89M 1.99% 10
2022
Q4 		$8.06M Buy
174,895
+34,002
+24% +$1.56M 1.88% 10
2022
Q3 		$6.48M Buy
140,893
+125,855
+837% +$5.89M 2.07% 10
2022
Q2 		$705K Buy
+15,038
New +$710K 0.33% 25

Other funds holding DFSD

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

Rockwood Wealth Management's DFSD Position: Q2 2026 in Review

Rockwood Wealth Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 9.4% in Q2 2026, selling an estimated $205K and leaving 41,056 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #35.

Rockwood Wealth Management first reported a position in DFSD in Q2 2022 and has held it in 17 quarters since. The position peaked at $19.7M in Q3 2024. 246 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Rockwood Wealth Management held 41,056 shares of Dimensional Short-Duration Fixed Income ETF worth $1.96M as of Q2 2026.
  • Rockwood Wealth Management sold 4,275 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $205K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.12% of Rockwood Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Rockwood Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Rockwood Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $19.7M in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.