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

Ruedi 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	$54.7M	Buy	1,144,966 +47,663	+4%	+$2.28M	12.82%	3
2026 Q1	$52.5M	Buy	1,097,303 +54,458	+5%	+$2.62M	13.53%	3
2025 Q4	$50M	Buy	1,042,845 +71,749	+7%	+$3.46M	13.1%	2
2025 Q3	$46.8M	Buy	971,096 +41,532	+4%	+$2M	13.1%	3
2025 Q2	$44.6M	Buy	929,564 +37,593	+4%	+$1.79M	13.24%	3
2025 Q1	$42.4M	Buy	891,971 +11,016	+1%	+$520K	13.26%	2
2024 Q4	$41.3M	Buy	880,955 +283,905	+48%	+$13.4M	13.04%	2
2024 Q3	$28.5M	Buy	597,050 +230,951	+63%	+$11M	9.78%	2
2024 Q2	$17.2M	Buy	366,099 +130,358	+55%	+$6.12M	6.78%	2
2024 Q1	$11.1M	Buy	235,741 +92,000	+64%	+$4.32M	4.67%	7
2023 Q4	$6.76M	Buy	143,741 +61,540	+75%	+$2.87M	3.19%	9
2023 Q3	$3.81M	Buy	82,201 +6,968	+9%	+$324K	2.18%	11
2023 Q2	$3.49M	Buy	75,233 +22,828	+44%	+$1.06M	2.05%	12
2023 Q1	$2.45M	Buy	52,405 +1,294	+3%	+$60.1K	1.57%	13
2022 Q4	$2.36M	Buy	+51,111	New	+$2.35M	1.66%	12

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP

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

Vise Technologies New York $8.83B AUM 27.11% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ruedi Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.3% in Q2 2026, buying an estimated $2.28M and bringing the position to 1,144,966 shares worth $54.7M. The position accounts for 12.82% of the portfolio, ranked #3.

Ruedi Wealth Management first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Ruedi Wealth Management held 1,144,966 shares of Dimensional Short-Duration Fixed Income ETF worth $54.7M as of Q2 2026.
Ruedi Wealth Management bought 47,663 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $2.28M.
Dimensional Short-Duration Fixed Income ETF made up 12.82% of Ruedi Wealth Management's portfolio in Q2 2026, its #3 holding.
Ruedi Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.