Signature Estate & Investment Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Signature Estate & Investment 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 Q2	$6.91M	Buy	144,723 +19,978	+16%	+$957K	0.12%	78
2026 Q1	$5.97M	Buy	124,745 +1,538	+1%	+$74K	0.12%	86
2025 Q4	$5.91M	Buy	123,207 +57,137	+86%	+$2.75M	0.12%	89
2025 Q3	$3.18M	Buy	66,070 +30,728	+87%	+$1.48M	0.07%	129
2025 Q2	$1.7M	Buy	35,342 +1,528	+5%	+$72.8K	0.04%	171
2025 Q1	$1.61M	Buy	33,814 +200	+0.6%	+$9.44K	0.04%	161
2024 Q4	$1.58M	Buy	33,614 +26,614	+380%	+$1.26M	0.04%	165
2024 Q3	$334K	Buy	+7,000	New	+$332K	0.01%	383

Other funds holding DFSD

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Signature Estate & Investment Advisors's DFSD Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 16% in Q2 2026, buying an estimated $957K and bringing the position to 144,723 shares worth $6.91M. The position accounts for 0.12% of the portfolio, ranked #78.

Signature Estate & Investment Advisors first reported a position in DFSD in Q3 2024 and has held it in 8 quarters since. 248 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Signature Estate & Investment Advisors held 144,723 shares of Dimensional Short-Duration Fixed Income ETF worth $6.91M as of Q2 2026.
Signature Estate & Investment Advisors bought 19,978 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $957K.
Dimensional Short-Duration Fixed Income ETF made up 0.12% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #78 holding.
Signature Estate & Investment Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
248 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.