Thayer Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Thayer Financial’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	$5.35M	Buy	+114,826	New	+$5.43M	4.81%	8

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

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Thayer Financial's DFSD Position: Q3 2026 in Review

Thayer Financial opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2026: 114,826 shares worth $5.35M. The stake represents 4.81% of the portfolio and ranks #8 among its holdings.

161 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Thayer Financial held 114,826 shares of Dimensional Short-Duration Fixed Income ETF worth $5.35M as of Q3 2026.
Dimensional Short-Duration Fixed Income ETF was a new Thayer Financial position in Q3 2026.
Dimensional Short-Duration Fixed Income ETF made up 4.81% of Thayer Financial's portfolio in Q3 2026, its #8 holding.
161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Thayer Financial's 13F filing for Q3 2026, filed 21 Oct 2026.