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

StrongBox Wealth’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	$1.4M	Buy	+29,375	New	+$1.41M	0.4%	46

Other funds holding DFSD

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

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $203M AUM

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

StrongBox Wealth's DFSD Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 29,375 shares worth $1.4M. The stake represents 0.4% of the portfolio and ranks #46 among its holdings.

171 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

StrongBox Wealth held 29,375 shares of Dimensional Short-Duration Fixed Income ETF worth $1.4M as of Q2 2026.
Dimensional Short-Duration Fixed Income ETF was a new StrongBox Wealth position in Q2 2026.
Dimensional Short-Duration Fixed Income ETF made up 0.4% of StrongBox Wealth's portfolio in Q2 2026, its #46 holding.
171 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.