Shore Point Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Shore Point Advisors’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	$4.14M	Buy	89,101 +2,077	+2%	+$98.2K	1.31%	19
2026 Q2	$4.16M	Sell	87,024 -2,262	-3%	-$108K	1.42%	19
2026 Q1	$4.28M	Buy	89,286 +718	+0.8%	+$34.5K	1.69%	17
2025 Q4	$4.25M	Buy	88,568 +20,583	+30%	+$992K	1.8%	15
2025 Q3	$3.28M	Buy	67,985 +23,514	+53%	+$1.13M	1.45%	15
2025 Q2	$2.14M	Buy	44,471 +2,395	+6%	+$114K	1.03%	20
2025 Q1	$2M	Buy	42,076 +5,031	+14%	+$238K	1.06%	19
2024 Q4	$1.74M	Buy	37,045 +3,166	+9%	+$150K	0.93%	22
2024 Q3	$1.62M	Buy	33,879 +371	+1%	+$17.6K	0.87%	25
2024 Q2	$1.57M	Buy	33,508 +4,508	+16%	+$212K	0.89%	24
2024 Q1	$1.36M	Buy	29,000 +2,602	+10%	+$122K	0.78%	24
2023 Q4	$1.24M	Buy	26,398 +1,892	+8%	+$88.1K	0.77%	23
2023 Q3	$1.14M	Buy	24,506 +819	+3%	+$38.1K	0.82%	21
2023 Q2	$1.1M	Buy	23,687 +2,142	+10%	+$100K	0.78%	24
2023 Q1	$1.01M	Buy	21,545 +12,837	+147%	+$596K	0.76%	24
2022 Q4	$401K	Buy	+8,708	New	+$400K	0.33%	32

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

Shore Point Advisors's DFSD Position: Q3 2026 in Review

Shore Point Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.4% in Q3 2026, buying an estimated $98.2K and bringing the position to 89,101 shares worth $4.14M. The position accounts for 1.31% of the portfolio, ranked #19.

Shore Point Advisors first reported a position in DFSD in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.28M in Q1 2026. 107 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Shore Point Advisors held 89,101 shares of Dimensional Short-Duration Fixed Income ETF worth $4.14M as of Q3 2026.
Shore Point Advisors bought 2,077 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $98.2K.
Dimensional Short-Duration Fixed Income ETF made up 1.31% of Shore Point Advisors's portfolio in Q3 2026, its #19 holding.
Shore Point Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
Shore Point Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $4.28M in Q1 2026.
107 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.