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

Selective 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 Q3	$13.1M	Buy	279,060 +24,107	+9%	+$1.14M	3.04%	4
2026 Q2	$12.2M	Buy	254,953 +22,712	+10%	+$1.09M	3.19%	4
2026 Q1	$11.1M	Buy	232,241 +68,063	+41%	+$3.27M	3.29%	4
2025 Q4	$7.88M	Buy	164,178 +109,762	+202%	+$5.29M	2.46%	6
2025 Q3	$2.63M	Buy	54,416 +46,483	+586%	+$2.24M	0.85%	18
2025 Q2	$381K	Buy	7,933 +3,230	+69%	+$154K	0.14%	65
2025 Q1	$221K	Hold	4,703	–	–	0.1%	91
2024 Q4	$220K	Hold	4,703	–	–	0.09%	96
2024 Q3	$224K	Hold	4,703	–	–	0.09%	100
2024 Q2	$222K	Sell	4,703 -532	-10%	-$25K	0.1%	94
2024 Q1	$245K	Sell	5,235 -200	-4%	-$9.4K	0.11%	94
2023 Q4	$255K	Hold	5,435	–	–	0.13%	77
2023 Q3	$252K	Hold	5,435	–	–	0.14%	68
2023 Q2	$252K	Buy	+5,435	New	+$253K	0.13%	92
2022 Q4	$253K	Hold	5,435	–	–	0.13%	101
2022 Q3	$250K	Buy	+5,435	New	+$254K	0.11%	101

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

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

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

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

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Selective Wealth Management's DFSD Position: Q3 2026 in Review

Selective Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 9.5% in Q3 2026, buying an estimated $1.14M and bringing the position to 279,060 shares worth $13.1M. The position accounts for 3.04% of the portfolio, ranked #4.

Selective Wealth Management first reported a position in DFSD in Q3 2022 and has held it in 16 quarters since. 210 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Selective Wealth Management held 279,060 shares of Dimensional Short-Duration Fixed Income ETF worth $13.1M as of Q3 2026.
Selective Wealth Management bought 24,107 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $1.14M.
Dimensional Short-Duration Fixed Income ETF made up 3.04% of Selective Wealth Management's portfolio in Q3 2026, its #4 holding.
Selective Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
210 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.