SRWM
DFSD

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

Shira Ridge 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 		$14.2M Buy
296,404
+13,174
+5% +$631K 4.94% 5
2026
Q1 		$13.6M Buy
283,230
+38,556
+16% +$1.85M 5.37% 4
2025
Q4 		$11.7M Buy
244,674
+66,924
+38% +$3.23M 4.71% 5
2025
Q3 		$8.57M Buy
177,750
+9,990
+6% +$481K 3.63% 9
2025
Q2 		$8.05M Sell
167,760
-8,833
-5% -$421K 3.68% 9
2025
Q1 		$8.39M Sell
176,593
-4,112
-2% -$194K 4.18% 6
2024
Q4 		$8.47M Buy
180,705
+64,454
+55% +$3.05M 4.14% 6
2024
Q3 		$5.55M Buy
116,251
+67,525
+139% +$3.2M 2.83% 9
2024
Q2 		$2.29M Buy
48,726
+2,218
+5% +$104K 1.28% 21
2024
Q1 		$2.19M Sell
46,508
-2,833
-6% -$133K 1.25% 22
2023
Q4 		$2.32M Sell
49,341
-2,789
-5% -$130K 1.39% 21
2023
Q3 		$2.42M Sell
52,130
-10,713
-17% -$498K 1.59% 18
2023
Q2 		$2.91M Sell
62,843
-2,922
-4% -$136K 1.83% 16
2023
Q1 		$3.07M Sell
65,765
-13,978
-18% -$649K 2.03% 17
2022
Q4 		$3.68M Buy
+79,743
New +$3.66M 2.53% 16

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return